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Innealta Capital’s Fulton Financial FULT Stock Holding History

Innealta Capital’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
Q3 		– Sell
-55
Closed -$934 – 748
2024
Q2 		$934 Buy
+55
New +$892 ﹤0.01% 1330

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Innealta Capital's FULT Position: Q3 2024 in Review

Innealta Capital sold out of Fulton Financial (FULT) in Q3 2024, closing a stake of 55 shares — an estimated $934 sold.

Innealta Capital first reported a position in FULT in Q2 2024 and held it in 1 quarter. The position peaked at $934 in Q2 2024. 297 funds tracked by Wall St. Rank hold FULT as of Q3 2024.

  • Innealta Capital reported no remaining Fulton Financial position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 55 Fulton Financial shares in Q3 2024, an estimated $934.
  • Innealta Capital first reported a position in Fulton Financial in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Fulton Financial position peaked at $934 in Q2 2024.
  • 297 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.