MBFW
FULT icon

Morton Brown Family Wealth’s Fulton Financial FULT Stock Holding History

Morton Brown Family Wealth’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
-1,593
Closed -$26.2K – 253
2023
Q4 		$26.2K Buy
+1,593
New +$22.4K 0.01% 131
2022
Q3 		– Sell
-393
Closed -$6K – 261
2022
Q2 		$6K Hold
393
– – ﹤0.01% 135
2022
Q1 		$7K Hold
393
– – 0.01% 114
2021
Q4 		$7K Buy
+393
New +$6.47K 0.01% 130

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
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

Morton Brown Family Wealth's FULT Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Fulton Financial (FULT) in Q1 2024, closing a stake of 1,593 shares — an estimated $26.2K sold.

Morton Brown Family Wealth first reported a position in FULT in Q4 2021 and held it in 4 quarters. The position peaked at $26.2K in Q4 2023. 255 funds tracked by Wall St. Rank hold FULT as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Fulton Financial position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1,593 Fulton Financial shares in Q1 2024, an estimated $26.2K.
  • Morton Brown Family Wealth first reported a position in Fulton Financial in Q4 2021 and held it in 4 quarters.
  • Morton Brown Family Wealth's Fulton Financial position peaked at $26.2K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.