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National Wealth Management Group’s Fulton Financial FULT Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-35,530
Closed -$508K – 139
2023
Q2 		$508K Buy
+35,530
New +$428K 0.53% 60

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

National Wealth Management Group's FULT Position: Q3 2023 in Review

National Wealth Management Group sold out of Fulton Financial (FULT) in Q3 2023, closing a stake of 35,530 shares — an estimated $508K sold.

National Wealth Management Group first reported a position in FULT in Q2 2023 and held it in 1 quarter. The position peaked at $508K in Q2 2023. 249 funds tracked by Wall St. Rank hold FULT as of Q3 2023.

  • National Wealth Management Group reported no remaining Fulton Financial position as of Q3 2023 after selling out during the quarter.
  • National Wealth Management Group sold 35,530 Fulton Financial shares in Q3 2023, an estimated $508K.
  • National Wealth Management Group first reported a position in Fulton Financial in Q2 2023 and held it in 1 quarter.
  • National Wealth Management Group's Fulton Financial position peaked at $508K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2023.

Based on National Wealth Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.