Fulton Bank’s Formula Systems FORTY Stock Holding History

Fulton Bank’s Portfolio FORTY Stock Details FORTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,646	Closed	-$204K	–	522
2021 Q4	$204K	Buy	+1,646	New	+$188K	0.01%	518
2021 Q3	–	Sell	-2,640	Closed	-$238K	–	530
2021 Q2	$238K	Sell	2,640 -99	-4%	-$8.82K	0.01%	452
2021 Q1	$243K	Buy	2,739 +57	+2%	+$5.03K	0.01%	426
2020 Q4	$230K	Buy	2,682 +1	+0%	+$81	0.01%	414
2020 Q3	$231K	Buy	+2,681	New	+$237K	0.01%	385

Other funds holding FORTY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

TFG Advisers Auburn Hills, Michigan $292M AUM 15.01% 1-Year Est. Return

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

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Fulton Bank's FORTY Position: Q1 2022 in Review

Fulton Bank sold out of Formula Systems (FORTY) in Q1 2022, closing a stake of 1,646 shares — an estimated $204K sold.

Fulton Bank first reported a position in FORTY in Q3 2020 and held it in 5 quarters. The position peaked at $243K in Q1 2021. 15 funds tracked by Wall St. Rank hold FORTY as of Q1 2022.

Fulton Bank reported no remaining Formula Systems position as of Q1 2022 after selling out during the quarter.
Fulton Bank sold 1,646 Formula Systems shares in Q1 2022, an estimated $204K.
Fulton Bank first reported a position in Formula Systems in Q3 2020 and held it in 5 quarters.
Fulton Bank's Formula Systems position peaked at $243K in Q1 2021.
15 funds tracked by Wall St. Rank held Formula Systems as of Q1 2022.

Based on Fulton Bank's 13F filing for Q1 2022, filed 5 Apr 2022.