Claris Advisors’s Fulton Financial FULT Stock Holding History

Claris 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	-11	Closed	-$199	–	476
2024 Q3	$199	Buy	+11	New	+$200	﹤0.01%	960

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Claris Advisors's FULT Position: Q4 2024 in Review

Claris Advisors sold out of Fulton Financial (FULT) in Q4 2024, closing a stake of 11 shares — an estimated $199 sold.

Claris Advisors first reported a position in FULT in Q3 2024 and held it in 1 quarter. The position peaked at $199 in Q3 2024. 300 funds tracked by Wall St. Rank hold FULT as of Q4 2024.

Claris Advisors reported no remaining Fulton Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 11 Fulton Financial shares in Q4 2024, an estimated $199.
Claris Advisors first reported a position in Fulton Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's Fulton Financial position peaked at $199 in Q3 2024.
300 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.