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Glassman Wealth Services’s Fulton Financial FULT Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-10,456
Closed -$172K – 810
2023
Q4 		$172K Buy
10,456
+135
+1% +$1.89K 0.02% 216
2023
Q3 		$125K Buy
10,321
+132
+1% +$1.73K 0.02% 241
2023
Q2 		$121K Buy
10,189
+75
+0.7% +$904 0.02% 240
2023
Q1 		$140K Buy
10,114
+10,075
+25,833% +$163K 0.02% 214
2022
Q4 		$656 Hold
39
– – ﹤0.01% 1554
2022
Q3 		$1K Hold
39
– – ﹤0.01% 1405
2022
Q2 		$1K Buy
39
+20
+105% +$309 ﹤0.01% 1418
2022
Q1 		$0 Hold
19
– – ﹤0.01% 1742
2021
Q4 		$0 Hold
19
– – ﹤0.01% 1729
2021
Q3 		$0 Buy
+19
New +$294 ﹤0.01% 1669
2020
Q1 		– Sell
-26
Closed – – 1272
2019
Q4 		$0 Buy
+26
New +$442 ﹤0.01% 1274
2019
Q3 		– Sell
-4
Closed – – 1152
2019
Q2 		$0 Buy
+4
New +$66 ﹤0.01% 1174
2018
Q2 		– Sell
-11
Closed – – 847
2018
Q1 		$0 Buy
+11
New +$203 ﹤0.01% 796

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Glassman Wealth Services's FULT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Fulton Financial (FULT) in Q1 2024, closing a stake of 10,456 shares — an estimated $172K sold.

Glassman Wealth Services first reported a position in FULT in Q1 2018 and held it in 13 quarters. The position peaked at $172K in Q4 2023. 255 funds tracked by Wall St. Rank hold FULT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Fulton Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 10,456 Fulton Financial shares in Q1 2024, an estimated $172K.
  • Glassman Wealth Services first reported a position in Fulton Financial in Q1 2018 and held it in 13 quarters.
  • Glassman Wealth Services's Fulton Financial position peaked at $172K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.