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Journey Strategic Wealth’s H.B. Fuller FUL Stock Holding History

Journey Strategic Wealth’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,747
Closed -$218K – 525
2024
Q3 		$218K Buy
2,747
+14
+0.5% +$1.14K 0.01% 447
2024
Q2 		$210K Buy
2,733
+83
+3% +$6.46K 0.01% 353
2024
Q1 		$211K Hold
2,650
– – 0.01% 277
2023
Q4 		$216K Buy
+2,650
New +$196K 0.01% 187
2023
Q2 		– Sell
-2,948
Closed -$202K – 229
2023
Q1 		$202K Buy
2,948
+12
+0.4% +$838 0.02% 226
2022
Q4 		$210K Buy
+2,936
New +$212K 0.02% 208

Other funds holding FUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Journey Strategic Wealth's FUL Position: Q4 2024 in Review

Journey Strategic Wealth sold out of H.B. Fuller (FUL) in Q4 2024, closing a stake of 2,747 shares — an estimated $218K sold.

Journey Strategic Wealth first reported a position in FUL in Q4 2022 and held it in 6 quarters. The position peaked at $218K in Q3 2024. 324 funds tracked by Wall St. Rank hold FUL as of Q4 2024.

  • Journey Strategic Wealth reported no remaining H.B. Fuller position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,747 H.B. Fuller shares in Q4 2024, an estimated $218K.
  • Journey Strategic Wealth first reported a position in H.B. Fuller in Q4 2022 and held it in 6 quarters.
  • Journey Strategic Wealth's H.B. Fuller position peaked at $218K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held H.B. Fuller as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.