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Domani Wealth’s Fulton Financial FULT Stock Holding History

Domani 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
2023
Q1 		$266K Sell
19,259
-1,000
-5% -$16.2K 0.06% 102
2022
Q4 		$341K Sell
20,259
-657
-3% -$11.5K 0.09% 93
2022
Q3 		$330K Buy
20,916
+5,516
+36% +$88.9K 0.1% 83
2022
Q2 		$223K Hold
15,400
– – 0.06% 107
2022
Q1 		$256K Hold
15,400
– – 0.06% 112
2021
Q4 		$262K Hold
15,400
– – 0.05% 109
2021
Q3 		$235K Hold
15,400
– – 0.05% 109
2021
Q2 		$243K Sell
15,400
-7,704
-33% -$131K 0.05% 114
2021
Q1 		$393K Buy
23,104
+7,138
+45% +$110K 0.08% 89
2020
Q4 		$203K Sell
15,966
-500
-3% -$5.94K 0.04% 121
2020
Q3 		$154K Hold
16,466
– – 0.03% 118
2020
Q2 		$173K Buy
16,466
+500
+3% +$5.42K 0.04% 120
2020
Q1 		$183K Buy
15,966
+2,665
+20% +$40.9K 0.05% 122
2019
Q4 		$232K Sell
13,301
-3,100
-19% -$52.7K 0.08% 104
2019
Q3 		$265K Buy
16,401
+2,100
+15% +$34.2K 0.1% 92
2019
Q2 		$234K Hold
14,301
– – 0.09% 95
2019
Q1 		$221K Hold
14,301
– – 0.09% 103
2018
Q4 		$221K Sell
14,301
-4,664
-25% -$75.9K 0.1% 94
2018
Q3 		$316K Buy
18,965
+4,664
+33% +$81.6K 0.14% 73
2018
Q2 		$236K Hold
14,301
– – 0.11% 95
2018
Q1 		$254K Sell
14,301
-787
-5% -$14.5K 0.11% 92
2017
Q4 		$270K Buy
+15,088
New +$277K 0.12% 87

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Domani Wealth's FULT Position: Q1 2023 in Review

Domani Wealth reduced its Fulton Financial (FULT) stake by 4.9% in Q1 2023, selling an estimated $16.2K and leaving 19,259 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #102.

Domani Wealth first reported a position in FULT in Q4 2017 and has held it in 22 quarters since. The position peaked at $393K in Q1 2021. 256 funds tracked by Wall St. Rank hold FULT as of Q1 2023.

  • Domani Wealth held 19,259 shares of Fulton Financial worth $266K as of Q1 2023.
  • Domani Wealth sold 1,000 Fulton Financial shares in Q1 2023, an estimated $16.2K.
  • Fulton Financial made up 0.06% of Domani Wealth's portfolio in Q1 2023, its #102 holding.
  • Domani Wealth first reported a position in Fulton Financial in Q4 2017 and has held it in 22 quarters since.
  • Domani Wealth's Fulton Financial position peaked at $393K in Q1 2021.
  • 256 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.