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Avior Wealth Management’s Fulton Financial FULT Stock Holding History

Avior Wealth Management’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
2024
Q4 		– Sell
-518
Closed -$9.39K – 2501
2024
Q3 		$9.39K Hold
518
– – ﹤0.01% 1574
2024
Q2 		$8.79K Sell
518
-33
-6% -$535 ﹤0.01% 1551
2024
Q1 		$8.76K Buy
551
+33
+6% +$515 ﹤0.01% 1914
2023
Q4 		$8.53K Buy
+518
New +$7.27K ﹤0.01% 1019
2023
Q2 		– Sell
-275
Closed -$3.8K – 1611
2023
Q1 		$3.8K Buy
+275
New +$4.45K ﹤0.01% 1273

Other funds holding FULT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avior Wealth Management's FULT Position: Q4 2024 in Review

Avior Wealth Management sold out of Fulton Financial (FULT) in Q4 2024, closing a stake of 518 shares — an estimated $9.39K sold.

Avior Wealth Management first reported a position in FULT in Q1 2023 and held it in 5 quarters. The position peaked at $9.39K in Q3 2024. 300 funds tracked by Wall St. Rank hold FULT as of Q4 2024.

  • Avior Wealth Management reported no remaining Fulton Financial position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 518 Fulton Financial shares in Q4 2024, an estimated $9.39K.
  • Avior Wealth Management first reported a position in Fulton Financial in Q1 2023 and held it in 5 quarters.
  • Avior Wealth Management's Fulton Financial position peaked at $9.39K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.