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GW Henssler & Associates’s Fulton Financial FULT Stock Holding History

GW Henssler & Associates’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
Q4 		– Sell
-10,200
Closed -$124K – 179
2023
Q3 		$124K Buy
+10,200
New +$134K 0.01% 203

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GW Henssler & Associates's FULT Position: Q4 2023 in Review

GW Henssler & Associates sold out of Fulton Financial (FULT) in Q4 2023, closing a stake of 10,200 shares — an estimated $124K sold.

GW Henssler & Associates first reported a position in FULT in Q3 2023 and held it in 1 quarter. The position peaked at $124K in Q3 2023. 259 funds tracked by Wall St. Rank hold FULT as of Q4 2023.

  • GW Henssler & Associates reported no remaining Fulton Financial position as of Q4 2023 after selling out during the quarter.
  • GW Henssler & Associates sold 10,200 Fulton Financial shares in Q4 2023, an estimated $124K.
  • GW Henssler & Associates first reported a position in Fulton Financial in Q3 2023 and held it in 1 quarter.
  • GW Henssler & Associates's Fulton Financial position peaked at $124K in Q3 2023.
  • 259 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2023.

Based on GW Henssler & Associates's 13F filing for Q4 2023, filed 26 Jan 2024.