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Moisand Fitzgerald Tamayo’s Fulton Financial FULT Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-54
Closed -$654 – 715
2023
Q3 		$654 Hold
54
– – ﹤0.01% 708
2023
Q2 		$644 Hold
54
– – ﹤0.01% 701
2023
Q1 		$747 Hold
54
– – ﹤0.01% 727
2022
Q4 		$909 Sell
54
-52
-49% -$911 ﹤0.01% 682
2022
Q3 		$2K Buy
+106
New +$1.71K ﹤0.01% 496

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FULT Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Fulton Financial (FULT) in Q4 2023, closing a stake of 54 shares — an estimated $654 sold.

Moisand Fitzgerald Tamayo first reported a position in FULT in Q3 2022 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 259 funds tracked by Wall St. Rank hold FULT as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Fulton Financial position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 54 Fulton Financial shares in Q4 2023, an estimated $654.
  • Moisand Fitzgerald Tamayo first reported a position in Fulton Financial in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Fulton Financial position peaked at $2K in Q3 2022.
  • 259 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.