CWA
FULT icon

Carolina Wealth Advisors’s Fulton Financial FULT Stock Holding History

Carolina Wealth 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
2022
Q2 		– Sell
-14,313
Closed -$238K – 273
2022
Q1 		$238K Buy
14,313
+1,322
+10% +$23.6K 0.15% 72
2021
Q4 		$221K Buy
12,991
+2,835
+28% +$46.7K 0.12% 75
2021
Q3 		$155K Buy
10,156
+1,760
+21% +$27.2K 0.1% 83
2021
Q2 		$132K Buy
8,396
+1,856
+28% +$31.6K 0.09% 88
2021
Q1 		$111K Buy
+6,540
New +$101K 0.08% 70

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carolina Wealth Advisors's FULT Position: Q2 2022 in Review

Carolina Wealth Advisors sold out of Fulton Financial (FULT) in Q2 2022, closing a stake of 14,313 shares — an estimated $238K sold.

Carolina Wealth Advisors first reported a position in FULT in Q1 2021 and held it in 5 quarters. The position peaked at $238K in Q1 2022. 282 funds tracked by Wall St. Rank hold FULT as of Q2 2022.

  • Carolina Wealth Advisors reported no remaining Fulton Financial position as of Q2 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 14,313 Fulton Financial shares in Q2 2022, an estimated $238K.
  • Carolina Wealth Advisors first reported a position in Fulton Financial in Q1 2021 and held it in 5 quarters.
  • Carolina Wealth Advisors's Fulton Financial position peaked at $238K in Q1 2022.
  • 282 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2022.

Based on Carolina Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.