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

Quadrant 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
2024 Q1	–	Sell	-10,363	Closed	-$172K	–	239
2023 Q4	$172K	Buy	10,363 +100	+1%	+$1.4K	0.05%	223
2023 Q3	$126K	Sell	10,263 -200	-2%	-$2.62K	0.04%	215
2023 Q2	$126K	Hold	10,463	–	–	0.04%	237
2023 Q1	$146K	Hold	10,463	–	–	0.05%	239
2022 Q4	$178K	Buy	+10,463	New	+$183K	0.06%	232
2022 Q2	$153K	Sell	10,463 -620	-6%	-$9.59K	0.06%	197
2022 Q1	$186K	Sell	11,083 -10,690	-49%	-$191K	0.07%	199
2021 Q4	$370K	Buy	21,773 +2,190	+11%	+$36.1K	0.14%	150
2021 Q3	$299K	Hold	19,583	–	–	0.12%	154
2021 Q2	$309K	Sell	19,583 -2,000	-9%	-$34.1K	0.13%	150
2021 Q1	$368K	Sell	21,583 -2,000	-8%	-$31K	0.16%	130
2020 Q4	$300K	Hold	23,583	–	–	0.13%	148
2020 Q3	$220K	Sell	23,583 -2,400	-9%	-$23.6K	0.11%	157
2020 Q2	$274K	Hold	25,983	–	–	0.16%	136
2020 Q1	$299K	Buy	25,983 +7,583	+41%	+$116K	0.25%	97
2019 Q4	$321K	Hold	18,400	–	–	0.29%	80
2019 Q3	$298K	Hold	18,400	–	–	0.27%	77
2019 Q2	$301K	Hold	18,400	–	–	0.27%	81
2019 Q1	$285K	Hold	18,400	–	–	0.26%	79
2018 Q4	$285K	Hold	18,400	–	–	0.3%	76
2018 Q3	$306K	Hold	18,400	–	–	0.27%	73
2018 Q2	$304K	Hold	18,400	–	–	0.3%	70
2018 Q1	$327K	Hold	18,400	–	–	0.43%	56
2017 Q4	$329K	Buy	+18,400	New	+$338K	0.34%	59

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Quadrant Private Wealth Management's FULT Position: Q1 2024 in Review

Quadrant Private Wealth Management sold out of Fulton Financial (FULT) in Q1 2024, closing a stake of 10,363 shares — an estimated $172K sold.

Quadrant Private Wealth Management first reported a position in FULT in Q4 2017 and held it in 24 quarters. The position peaked at $370K in Q4 2021. 255 funds tracked by Wall St. Rank hold FULT as of Q1 2024.

Quadrant Private Wealth Management reported no remaining Fulton Financial position as of Q1 2024 after selling out during the quarter.
Quadrant Private Wealth Management sold 10,363 Fulton Financial shares in Q1 2024, an estimated $172K.
Quadrant Private Wealth Management first reported a position in Fulton Financial in Q4 2017 and held it in 24 quarters.
Quadrant Private Wealth Management's Fulton Financial position peaked at $370K in Q4 2021.
255 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.