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Ellevest Inc’s Fulton Financial FULT Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-329
Closed -$4.55K – 832
2023
Q1 		$4.55K Buy
329
+46
+16% +$744 ﹤0.01% 1227
2022
Q4 		$4.76K Hold
283
– – ﹤0.01% 1194
2022
Q3 		$4K Buy
283
+218
+335% +$3.51K ﹤0.01% 1218
2022
Q2 		$1K Sell
65
-16
-20% -$247 ﹤0.01% 1256
2022
Q1 		$1K Hold
81
– – ﹤0.01% 1289
2021
Q4 		$1K Buy
81
+46
+131% +$758 ﹤0.01% 1275
2021
Q3 		$1K Buy
+35
New +$542 ﹤0.01% 1260
2020
Q3 		– Sell
-21
Closed – – 1194
2020
Q2 		$0 Hold
21
– – ﹤0.01% 1201
2020
Q1 		$0 Hold
21
– – ﹤0.01% 1163
2019
Q4 		$0 Buy
+21
New +$357 ﹤0.01% 997

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Ellevest Inc's FULT Position: Q2 2023 in Review

Ellevest Inc sold out of Fulton Financial (FULT) in Q2 2023, closing a stake of 329 shares — an estimated $4.55K sold.

Ellevest Inc first reported a position in FULT in Q4 2019 and held it in 10 quarters. The position peaked at $4.76K in Q4 2022. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2023.

  • Ellevest Inc reported no remaining Fulton Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 329 Fulton Financial shares in Q2 2023, an estimated $4.55K.
  • Ellevest Inc first reported a position in Fulton Financial in Q4 2019 and held it in 10 quarters.
  • Ellevest Inc's Fulton Financial position peaked at $4.76K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.