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Baker Avenue Asset Management’s Fulton Financial FULT Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-70
Closed -$848 – 784
2023
Q3 		$848 Hold
70
– – ﹤0.01% 1321
2023
Q2 		$834 Buy
70
+17
+32% +$205 ﹤0.01% 1238
2023
Q1 		$732 Buy
+53
New +$858 ﹤0.01% 1290

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baker Avenue Asset Management's FULT Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Fulton Financial (FULT) in Q4 2023, closing a stake of 70 shares — an estimated $848 sold.

Baker Avenue Asset Management first reported a position in FULT in Q1 2023 and held it in 3 quarters. The position peaked at $848 in Q3 2023. 259 funds tracked by Wall St. Rank hold FULT as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Fulton Financial position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 70 Fulton Financial shares in Q4 2023, an estimated $848.
  • Baker Avenue Asset Management first reported a position in Fulton Financial in Q1 2023 and held it in 3 quarters.
  • Baker Avenue Asset Management's Fulton Financial position peaked at $848 in Q3 2023.
  • 259 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.