Baystate Wealth Management’s Fulton Financial FULT Stock Holding History

Baystate 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
2023 Q4	$2.47K	Buy	149 +1	+0.7%	+$14	﹤0.01%	1023
2023 Q3	$1.79K	Buy	148 +2	+1%	+$26	﹤0.01%	818
2023 Q2	$1.74K	Buy	146 +2	+1%	+$24	﹤0.01%	864
2023 Q1	$2K	Buy	144 +1	+0.7%	+$16	﹤0.01%	829
2022 Q4	$2K	Buy	143 +2	+1%	+$35	﹤0.01%	788
2022 Q3	$2K	Buy	141 +1	+0.7%	+$16	﹤0.01%	743
2022 Q2	$2K	Buy	140 +2	+1%	+$31	﹤0.01%	755
2022 Q1	$2K	Buy	138 +1	+0.7%	+$18	﹤0.01%	751
2021 Q4	$2K	Buy	137 +2	+1%	+$33	﹤0.01%	756
2021 Q3	$2K	Buy	135 +1	+0.7%	+$15	﹤0.01%	679
2021 Q2	$2K	Buy	134 +1	+0.8%	+$17	﹤0.01%	651
2021 Q1	$2K	Buy	133 +1	+0.8%	+$15	﹤0.01%	590
2020 Q4	$2K	Buy	132 +2	+2%	+$24	﹤0.01%	564
2020 Q3	$1K	Buy	130 +2	+2%	+$20	﹤0.01%	578
2020 Q2	$1K	Buy	128 +1	+0.8%	+$11	﹤0.01%	595
2020 Q1	$1K	Buy	127 +1	+0.8%	+$15	﹤0.01%	545
2019 Q4	$2K	Buy	126 +1	+0.8%	+$17	﹤0.01%	522
2019 Q3	$2K	Buy	125 +2	+2%	+$33	﹤0.01%	475
2019 Q2	$2K	Hold	123	–	–	﹤0.01%	489
2019 Q1	$2K	Buy	123 +1	+0.8%	+$16	﹤0.01%	504
2018 Q4	$2K	Buy	122 +2	+2%	+$33	﹤0.01%	508
2018 Q3	$2K	Hold	120	–	–	﹤0.01%	523
2018 Q2	$2K	Hold	120	–	–	﹤0.01%	540
2018 Q1	$2K	Hold	120	–	–	﹤0.01%	505
2017 Q4	$2K	Hold	120	–	–	﹤0.01%	506
2017 Q3	$2K	Sell	120 -1	-0.8%	-$18	﹤0.01%	485
2017 Q2	$2K	Buy	121 +1	+0.8%	+$18	﹤0.01%	490
2017 Q1	$2K	Buy	+120	New	+$2.22K	﹤0.01%	459

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baystate Wealth Management's FULT Position: Q4 2023 in Review

Baystate Wealth Management increased its Fulton Financial (FULT) stake by 0.68% in Q4 2023, buying an estimated $14 and bringing the position to 149 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Baystate Wealth Management first reported a position in FULT in Q1 2017 and has held it in 28 quarters since. 259 funds tracked by Wall St. Rank hold FULT as of Q4 2023.

Baystate Wealth Management held 149 shares of Fulton Financial worth $2.47K as of Q4 2023.
Baystate Wealth Management bought 1 Fulton Financial share in Q4 2023, an estimated $14.
Fulton Financial made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1023 holding.
Baystate Wealth Management first reported a position in Fulton Financial in Q1 2017 and has held it in 28 quarters since.
259 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.