Berman Capital Advisors’s Fulton Financial FULT Stock Holding History

Berman Capital Advisors’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 Q3	$6K	Sell	438 -31	-7%	-$480	﹤0.01%	1376
2021 Q2	$7K	Buy	469 +252	+116%	+$4.29K	﹤0.01%	1235
2021 Q1	$3K	Hold	217	–	–	﹤0.01%	1414
2020 Q4	$2K	Hold	217	–	–	﹤0.01%	1400
2020 Q3	$2K	Sell	217 -226	-51%	-$2.22K	﹤0.01%	1288
2020 Q2	$4K	Buy	+443	New	+$4.81K	﹤0.01%	1050
2019 Q4	–	Sell	-133	Closed	-$2K	–	1489
2019 Q3	$2K	Hold	133	–	–	﹤0.01%	1180
2019 Q2	$2K	Hold	133	–	–	﹤0.01%	1193
2019 Q1	$2K	Hold	133	–	–	﹤0.01%	1085
2018 Q4	$2K	Buy	+133	New	+$2.16K	﹤0.01%	862

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Berman Capital Advisors's FULT Position: Q3 2021 in Review

Berman Capital Advisors reduced its Fulton Financial (FULT) stake by 6.6% in Q3 2021, selling an estimated $480 and leaving 438 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Berman Capital Advisors first reported a position in FULT in Q4 2018 and has held it in 10 quarters since. The position peaked at $7K in Q2 2021. 255 funds tracked by Wall St. Rank hold FULT as of Q3 2021.

Berman Capital Advisors held 438 shares of Fulton Financial worth $6K as of Q3 2021.
Berman Capital Advisors sold 31 Fulton Financial shares in Q3 2021, an estimated $480.
Fulton Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1376 holding.
Berman Capital Advisors first reported a position in Fulton Financial in Q4 2018 and has held it in 10 quarters since.
Berman Capital Advisors's Fulton Financial position peaked at $7K in Q2 2021.
255 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.