HGWM
FULT icon

Harvest Group Wealth Management’s Fulton Financial FULT Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-96
Closed -$1K – 667
2019
Q4 		$1K Hold
96
– – ﹤0.01% 776
2019
Q3 		$2K Buy
+96
New +$1.56K ﹤0.01% 694

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Group Wealth Management's FULT Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Fulton Financial (FULT) in Q1 2020, closing a stake of 96 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in FULT in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 238 funds tracked by Wall St. Rank hold FULT as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Fulton Financial position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 96 Fulton Financial shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Fulton Financial in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Fulton Financial position peaked at $2K in Q3 2019.
  • 238 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.