Calton & Associates’s Fulton Financial FULT Stock Holding History

Calton & Associates’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 Q2	–	Sell	-10,676	Closed	-$148K	–	223
2023 Q1	$148K	Hold	10,676	–	–	0.07%	218
2022 Q4	$180K	Hold	10,676	–	–	0.07%	262
2022 Q3	$168K	Hold	10,676	–	–	0.1%	196
2022 Q2	$154K	Sell	10,676 -1,000	-9%	-$15.5K	0.09%	225
2022 Q1	$194K	Sell	11,676 -500	-4%	-$8.94K	0.06%	331
2021 Q4	$206K	Hold	12,176	–	–	0.06%	344
2021 Q3	$186K	Hold	12,176	–	–	0.04%	383
2021 Q2	$192K	Hold	12,176	–	–	0.04%	387
2021 Q1	$207K	Sell	12,176 -1,250	-9%	-$19.3K	0.04%	372
2020 Q4	$171K	Buy	13,426 +400	+3%	+$4.75K	0.03%	366
2020 Q3	$122K	Buy	13,026 +2,850	+28%	+$28K	0.03%	329
2020 Q2	$107K	Hold	10,176	–	–	0.02%	317
2020 Q1	$117K	Hold	10,176	–	–	0.03%	287
2019 Q4	$177K	Buy	+10,176	New	+$173K	0.04%	342

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Calton & Associates's FULT Position: Q2 2023 in Review

Calton & Associates sold out of Fulton Financial (FULT) in Q2 2023, closing a stake of 10,676 shares — an estimated $148K sold.

Calton & Associates first reported a position in FULT in Q4 2019 and held it in 14 quarters. The position peaked at $207K in Q1 2021. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2023.

Calton & Associates reported no remaining Fulton Financial position as of Q2 2023 after selling out during the quarter.
Calton & Associates sold 10,676 Fulton Financial shares in Q2 2023, an estimated $148K.
Calton & Associates first reported a position in Fulton Financial in Q4 2019 and held it in 14 quarters.
Calton & Associates's Fulton Financial position peaked at $207K in Q1 2021.
246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2023.

Based on Calton & Associates's 13F filing for Q2 2023, filed 24 Jul 2023.