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Leeward Financial Partners’s Fulton Financial FULT Stock Holding History

Leeward Financial Partners’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
Q1 		– Sell
-11,914
Closed -$196K – 95
2023
Q4 		$196K Buy
+11,914
New +$167K 0.09% 86

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Leeward Financial Partners's FULT Position: Q1 2024 in Review

Leeward Financial Partners sold out of Fulton Financial (FULT) in Q1 2024, closing a stake of 11,914 shares — an estimated $196K sold.

Leeward Financial Partners first reported a position in FULT in Q4 2023 and held it in 1 quarter. The position peaked at $196K in Q4 2023. 255 funds tracked by Wall St. Rank hold FULT as of Q1 2024.

  • Leeward Financial Partners reported no remaining Fulton Financial position as of Q1 2024 after selling out during the quarter.
  • Leeward Financial Partners sold 11,914 Fulton Financial shares in Q1 2024, an estimated $196K.
  • Leeward Financial Partners first reported a position in Fulton Financial in Q4 2023 and held it in 1 quarter.
  • Leeward Financial Partners's Fulton Financial position peaked at $196K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2024.

Based on Leeward Financial Partners's 13F filing for Q1 2024, filed 19 Apr 2024.