FormulaFolio Investments’s Fulton Financial FULT Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-32,092	Closed	-$408K	–	583
2020 Q4	$408K	Buy	+32,092	New	+$382K	0.01%	475
2019 Q4	–	Sell	-17,400	Closed	-$282K	–	370
2019 Q3	$282K	Hold	17,400	–	–	0.01%	292
2019 Q2	$285K	Hold	17,400	–	–	0.01%	276
2019 Q1	$269K	Hold	17,400	–	–	0.01%	279
2018 Q4	$290K	Hold	17,400	–	–	0.01%	268
2018 Q3	$290K	Hold	17,400	–	–	0.01%	268
2018 Q2	$287K	Hold	17,400	–	–	0.01%	253
2018 Q1	$309K	Sell	17,400 -5,526	-24%	-$102K	0.02%	223
2017 Q4	$410K	Hold	22,926	–	–	0.03%	186
2017 Q3	$430K	Hold	22,926	–	–	0.03%	151
2017 Q2	$436K	Hold	22,926	–	–	0.04%	139
2017 Q1	$409K	Buy	+22,926	New	+$425K	0.05%	130

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

FormulaFolio Investments's FULT Position: Q1 2021 in Review

FormulaFolio Investments sold out of Fulton Financial (FULT) in Q1 2021, closing a stake of 32,092 shares — an estimated $408K sold.

FormulaFolio Investments first reported a position in FULT in Q1 2017 and held it in 12 quarters. The position peaked at $436K in Q2 2017. 235 funds tracked by Wall St. Rank hold FULT as of Q1 2021.

FormulaFolio Investments reported no remaining Fulton Financial position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 32,092 Fulton Financial shares in Q1 2021, an estimated $408K.
FormulaFolio Investments first reported a position in Fulton Financial in Q1 2017 and held it in 12 quarters.
FormulaFolio Investments's Fulton Financial position peaked at $436K in Q2 2017.
235 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.