Heritage Wealth Advisors’s Fulton Financial FULT Stock Holding History

Heritage Wealth Advisors’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 Q4	–	Sell	-635	Closed	-$11.5K	–	629
2024 Q3	$11.5K	Hold	635	–	–	﹤0.01%	434
2024 Q2	$10.8K	Hold	635	–	–	﹤0.01%	420
2024 Q1	$10.1K	Hold	635	–	–	﹤0.01%	440
2023 Q4	$10.5K	Hold	635	–	–	﹤0.01%	450
2023 Q3	$7.69K	Hold	635	–	–	﹤0.01%	420
2023 Q2	$7.57K	Hold	635	–	–	﹤0.01%	446
2023 Q1	$8.78K	Hold	635	–	–	﹤0.01%	451
2022 Q4	$10.7K	Hold	635	–	–	﹤0.01%	449
2022 Q3	$10K	Hold	635	–	–	﹤0.01%	421
2022 Q2	$9K	Hold	635	–	–	﹤0.01%	471
2022 Q1	$11K	Hold	635	–	–	﹤0.01%	432
2021 Q4	$11K	Hold	635	–	–	﹤0.01%	444
2021 Q3	$9.7K	Hold	635	–	–	﹤0.01%	439
2021 Q2	$10K	Hold	635	–	–	﹤0.01%	449
2021 Q1	$10.8K	Hold	635	–	–	﹤0.01%	462
2020 Q4	$8K	Hold	635	–	–	﹤0.01%	468
2020 Q3	$5.92K	Hold	635	–	–	﹤0.01%	421
2020 Q2	$6.69K	Hold	635	–	–	﹤0.01%	397
2020 Q1	$7.3K	Hold	635	–	–	﹤0.01%	388
2019 Q4	$11.1K	Hold	635	–	–	﹤0.01%	413
2019 Q3	$10K	Hold	635	–	–	﹤0.01%	391
2019 Q2	$10.4K	Hold	635	–	–	﹤0.01%	390
2019 Q1	$9.83K	Hold	635	–	–	﹤0.01%	363
2018 Q4	$9K	Hold	635	–	–	﹤0.01%	313
2018 Q3	$10K	Buy	+635	New	+$11.1K	﹤0.01%	302

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Heritage Wealth Advisors's FULT Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of Fulton Financial (FULT) in Q4 2024, closing a stake of 635 shares — an estimated $11.5K sold.

Heritage Wealth Advisors first reported a position in FULT in Q3 2018 and held it in 25 quarters. The position peaked at $11.5K in Q3 2024. 300 funds tracked by Wall St. Rank hold FULT as of Q4 2024.

Heritage Wealth Advisors reported no remaining Fulton Financial position as of Q4 2024 after selling out during the quarter.
Heritage Wealth Advisors sold 635 Fulton Financial shares in Q4 2024, an estimated $11.5K.
Heritage Wealth Advisors first reported a position in Fulton Financial in Q3 2018 and held it in 25 quarters.
Heritage Wealth Advisors's Fulton Financial position peaked at $11.5K in Q3 2024.
300 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.