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Patriot Financial Group Insurance Agency’s Fulton Financial FULT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-69
Closed -$1K – 974
2022
Q2 		$1K Sell
69
-523
-88% -$8.09K ﹤0.01% 1893
2022
Q1 		$10K Buy
592
+69
+13% +$1.23K ﹤0.01% 1359
2021
Q4 		$9K Hold
523
– – ﹤0.01% 1524
2021
Q3 		$8K Buy
+523
New +$8.1K ﹤0.01% 1550

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FULT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fulton Financial (FULT) in Q3 2022, closing a stake of 69 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in FULT in Q3 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 264 funds tracked by Wall St. Rank hold FULT as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Fulton Financial position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 69 Fulton Financial shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Fulton Financial in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Fulton Financial position peaked at $10K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.