CIC Wealth’s Fulton Financial FULT Stock Holding History

CIC Wealth’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 Q2	–	Sell	-10,913	Closed	-$173K	–	163
2024 Q1	$173K	Hold	10,913	–	–	0.05%	158
2023 Q4	$180K	Buy	+10,913	New	+$153K	0.06%	156

Other funds holding FULT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIC Wealth's FULT Position: Q2 2024 in Review

CIC Wealth sold out of Fulton Financial (FULT) in Q2 2024, closing a stake of 10,913 shares — an estimated $173K sold.

CIC Wealth first reported a position in FULT in Q4 2023 and held it in 2 quarters. The position peaked at $180K in Q4 2023. 269 funds tracked by Wall St. Rank hold FULT as of Q2 2024.

CIC Wealth reported no remaining Fulton Financial position as of Q2 2024 after selling out during the quarter.
CIC Wealth sold 10,913 Fulton Financial shares in Q2 2024, an estimated $173K.
CIC Wealth first reported a position in Fulton Financial in Q4 2023 and held it in 2 quarters.
CIC Wealth's Fulton Financial position peaked at $180K in Q4 2023.
269 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2024.

Based on CIC Wealth's 13F filing for Q2 2024, filed 12 Jul 2024.