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Coppell Advisory Solutions’s Fulton Financial FULT Stock Holding History

Coppell Advisory Solutions’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
Q4 		$21.2K Buy
1,290
+932
+260% +$13.1K ﹤0.01% 717
2023
Q3 		$6.03K Hold
358
– – ﹤0.01% 689
2023
Q2 		$4.42K Buy
+358
New +$4.32K ﹤0.01% 875
2023
Q1 		– Sell
-358
Closed -$6.03K – 538
2022
Q4 		$6.03K Buy
+358
New +$6.28K ﹤0.01% 693

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Coppell Advisory Solutions's FULT Position: Q4 2023 in Review

Coppell Advisory Solutions increased its Fulton Financial (FULT) stake by 260% in Q4 2023, buying an estimated $13.1K and bringing the position to 1,290 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Coppell Advisory Solutions first reported a position in FULT in Q4 2022 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold FULT as of Q4 2023.

  • Coppell Advisory Solutions held 1,290 shares of Fulton Financial worth $21.2K as of Q4 2023.
  • Coppell Advisory Solutions bought 932 Fulton Financial shares in Q4 2023, an estimated $13.1K.
  • Fulton Financial made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #717 holding.
  • Coppell Advisory Solutions first reported a position in Fulton Financial in Q4 2022 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.