OPS
FULT icon

Orion Portfolio Solutions’s Fulton Financial FULT Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-456
Closed -$5K – 1019
2020
Q2 		$5K Buy
+456
New +$4.95K ﹤0.01% 1466
2020
Q1 		– Sell
-238
Closed -$4K – 2040
2019
Q4 		$4K Buy
+238
New +$4.04K ﹤0.01% 1306

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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

Orion Portfolio Solutions's FULT Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Fulton Financial (FULT) in Q3 2020, closing a stake of 456 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in FULT in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 238 funds tracked by Wall St. Rank hold FULT as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Fulton Financial position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 456 Fulton Financial shares in Q3 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in Fulton Financial in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Fulton Financial position peaked at $5K in Q2 2020.
  • 238 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.