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Concord Wealth Partners’s Fulton Financial FULT Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-40
Closed -$1K – 524
2022
Q2 		$1K Sell
40
-77
-66% -$1.19K ﹤0.01% 1136
2022
Q1 		$2K Buy
117
+40
+52% +$715 ﹤0.01% 1098
2021
Q4 		$1K Hold
77
– – ﹤0.01% 1220
2021
Q3 		$1K Hold
77
– – ﹤0.01% 832
2021
Q2 		$1K Hold
77
– – ﹤0.01% 970
2021
Q1 		$1K Sell
77
-491
-86% -$7.6K ﹤0.01% 914
2020
Q4 		$7K Buy
+568
New +$6.75K 0.01% 388

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Concord Wealth Partners's FULT Position: Q3 2022 in Review

Concord Wealth Partners sold out of Fulton Financial (FULT) in Q3 2022, closing a stake of 40 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in FULT in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q4 2020. 264 funds tracked by Wall St. Rank hold FULT as of Q3 2022.

  • Concord Wealth Partners reported no remaining Fulton Financial position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 40 Fulton Financial shares in Q3 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Fulton Financial in Q4 2020 and held it in 7 quarters.
  • Concord Wealth Partners's Fulton Financial position peaked at $7K in Q4 2020.
  • 264 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.