FMA Advisory’s Fulton Financial FULT Stock Holding History

FMA Advisory’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
2021 Q3	$632K	Buy	41,366 +9	+0%	+$139	0.24%	101
2021 Q2	$653K	Hold	41,357	–	–	0.24%	96
2021 Q1	$704K	Hold	41,357	–	–	0.22%	113
2020 Q4	$526K	Hold	41,357	–	–	0.18%	125
2020 Q3	$386K	Sell	41,357 -10,000	-19%	-$98.3K	0.15%	128
2020 Q2	$541K	Buy	51,357 +200	+0.4%	+$2.17K	0.24%	105
2020 Q1	$588K	Hold	51,157	–	–	0.32%	87
2019 Q4	$892K	Hold	51,157	–	–	0.36%	80
2019 Q3	$828K	Buy	51,157 +104	+0.2%	+$1.69K	0.36%	82
2019 Q2	$836K	Hold	51,053	–	–	0.37%	78
2019 Q1	$790K	Buy	51,053 +38,610	+310%	+$631K	0.36%	81
2018 Q4	$193K	Buy	+12,443	New	+$202K	0.1%	141
2015 Q2	$2K	Buy	+191	New	+$2.42K	﹤0.01%	332
2014 Q4	$310K	Sell	25,075 -6,425	-20%	-$75.7K	0.11%	127
2014 Q3	$349K	Hold	31,500	–	–	0.13%	124
2014 Q2	$390K	Hold	31,500	–	–	0.14%	116
2014 Q1	$396K	Sell	31,500 -7,664	-20%	-$96.5K	0.16%	116
2013 Q4	$512K	Hold	39,164	–	–	0.21%	108
2013 Q3	$457K	Sell	39,164 -15,525	-28%	-$189K	0.18%	128
2013 Q2	$628K	Buy	+54,689	New	+$619K	0.27%	110

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

FMA Advisory's FULT Position: Q3 2021 in Review

FMA Advisory increased its Fulton Financial (FULT) stake by 0.02% in Q3 2021, buying an estimated $139 and bringing the position to 41,366 shares worth $632K. The position accounts for 0.24% of the portfolio, ranked #101.

FMA Advisory first reported a position in FULT in Q2 2013 and has held it in 20 quarters since. The position peaked at $892K in Q4 2019. 255 funds tracked by Wall St. Rank hold FULT as of Q3 2021.

FMA Advisory held 41,366 shares of Fulton Financial worth $632K as of Q3 2021.
FMA Advisory bought 9 Fulton Financial shares in Q3 2021, an estimated $139.
Fulton Financial made up 0.24% of FMA Advisory's portfolio in Q3 2021, its #101 holding.
FMA Advisory first reported a position in Fulton Financial in Q2 2013 and has held it in 20 quarters since.
FMA Advisory's Fulton Financial position peaked at $892K in Q4 2019.
255 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.