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Perigon Wealth Management’s Fulton Financial FULT Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-2,127
Closed -$27K – 700
2020
Q4 		$27K Buy
+2,127
New +$25.3K ﹤0.01% 935

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

Perigon Wealth Management's FULT Position: Q1 2021 in Review

Perigon Wealth Management sold out of Fulton Financial (FULT) in Q1 2021, closing a stake of 2,127 shares — an estimated $27K sold.

Perigon Wealth Management first reported a position in FULT in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 235 funds tracked by Wall St. Rank hold FULT as of Q1 2021.

  • Perigon Wealth Management reported no remaining Fulton Financial position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,127 Fulton Financial shares in Q1 2021, an estimated $27K.
  • Perigon Wealth Management first reported a position in Fulton Financial in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Fulton Financial position peaked at $27K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.