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Carolinas Wealth Consulting’s Fulton Financial FULT Stock Holding History

Carolinas Wealth Consulting’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
-28
Closed -$391 – 1083
2023
Q1 		$391 Buy
28
+3
+12% +$49 ﹤0.01% 1020
2022
Q4 		$425 Buy
+25
New +$438 ﹤0.01% 1020

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Carolinas Wealth Consulting's FULT Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Fulton Financial (FULT) in Q2 2023, closing a stake of 28 shares — an estimated $391 sold.

Carolinas Wealth Consulting first reported a position in FULT in Q4 2022 and held it in 2 quarters. The position peaked at $425 in Q4 2022. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Fulton Financial position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 28 Fulton Financial shares in Q2 2023, an estimated $391.
  • Carolinas Wealth Consulting first reported a position in Fulton Financial in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Fulton Financial position peaked at $425 in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.