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Capital Performance Advisors’s Fulton Financial FULT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-271
Closed -$4.91K – 1100
2024
Q3 		$4.91K Buy
+271
New +$4.94K ﹤0.01% 1120

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

Capital Performance Advisors's FULT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Fulton Financial (FULT) in Q4 2024, closing a stake of 271 shares — an estimated $4.91K sold.

Capital Performance Advisors first reported a position in FULT in Q3 2024 and held it in 1 quarter. The position peaked at $4.91K in Q3 2024. 300 funds tracked by Wall St. Rank hold FULT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Fulton Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 271 Fulton Financial shares in Q4 2024, an estimated $4.91K.
  • Capital Performance Advisors first reported a position in Fulton Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Fulton Financial position peaked at $4.91K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.