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Planning Capital Management Corporation’s Fulton Financial FULT Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$2.8K Hold
154
– – ﹤0.01% 563
2024
Q2 		$2.62K Hold
154
– – ﹤0.01% 515
2024
Q1 		$2.45K Buy
+154
New +$2.4K ﹤0.01% 547

Other funds holding FULT

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Vanguard Group
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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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Planning Capital Management Corporation's FULT Position: Q3 2024 in Review

Planning Capital Management Corporation held its Fulton Financial (FULT) position steady in Q3 2024 at 154 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Planning Capital Management Corporation first reported a position in FULT in Q1 2024 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold FULT as of Q3 2024.

  • Planning Capital Management Corporation held 154 shares of Fulton Financial worth $2.8K as of Q3 2024.
  • Planning Capital Management Corporation left its Fulton Financial share count unchanged in Q3 2024.
  • Fulton Financial made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #563 holding.
  • Planning Capital Management Corporation first reported a position in Fulton Financial in Q1 2024 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.