PFG Private Wealth Management’s Fulton Financial FULT Stock Holding History

PFG Private 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
2023 Q1	–	Sell	-219	Closed	-$4K	–	327
2022 Q4	$4K	Hold	219	–	–	﹤0.01%	238
2022 Q3	$3K	Hold	219	–	–	﹤0.01%	261
2022 Q2	$3K	Hold	219	–	–	﹤0.01%	258
2022 Q1	$4K	Hold	219	–	–	﹤0.01%	237
2021 Q4	$4K	Hold	219	–	–	﹤0.01%	239
2021 Q3	$3K	Buy	+219	New	+$3.39K	﹤0.01%	247

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

PFG Private Wealth Management's FULT Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Fulton Financial (FULT) in Q1 2023, closing a stake of 219 shares — an estimated $4K sold.

PFG Private Wealth Management first reported a position in FULT in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2022. 256 funds tracked by Wall St. Rank hold FULT as of Q1 2023.

PFG Private Wealth Management reported no remaining Fulton Financial position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 219 Fulton Financial shares in Q1 2023, an estimated $4K.
PFG Private Wealth Management first reported a position in Fulton Financial in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Fulton Financial position peaked at $4K in Q4 2022.
256 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.