Avantax Advisory Services’s Fulton Financial FULT Stock Holding History

Avantax Advisory Services’s Portfolio FULT Stock Details FULT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-12,889	Closed	-$219K	–	1148
2021 Q1	$219K	Buy	+12,889	New	+$200K	﹤0.01%	937
2020 Q1	–	Sell	-18,955	Closed	-$333K	–	836
2019 Q4	$333K	Sell	18,955 -18,087	-49%	-$307K	0.01%	600
2019 Q3	$598K	Buy	37,042 +361	+1%	+$5.88K	0.02%	291
2019 Q2	$600K	Buy	36,681 +9,884	+37%	+$163K	0.03%	265
2019 Q1	$415K	Buy	26,797 +3,173	+13%	+$51.8K	0.02%	300
2018 Q4	$368K	Buy	+23,624	New	+$384K	0.06%	269

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Avantax Advisory Services's FULT Position: Q2 2021 in Review

Avantax Advisory Services sold out of Fulton Financial (FULT) in Q2 2021, closing a stake of 12,889 shares — an estimated $219K sold.

Avantax Advisory Services first reported a position in FULT in Q4 2018 and held it in 6 quarters. The position peaked at $600K in Q2 2019. 248 funds tracked by Wall St. Rank hold FULT as of Q2 2021.

Avantax Advisory Services reported no remaining Fulton Financial position as of Q2 2021 after selling out during the quarter.
Avantax Advisory Services sold 12,889 Fulton Financial shares in Q2 2021, an estimated $219K.
Avantax Advisory Services first reported a position in Fulton Financial in Q4 2018 and held it in 6 quarters.
Avantax Advisory Services's Fulton Financial position peaked at $600K in Q2 2019.
248 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2021.

Based on Avantax Advisory Services's 13F filing for Q2 2021, filed 29 Jul 2021.