Raymond James Trust’s Fulton Financial FULT Stock Holding History

Raymond James Trust’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 Q2	–	Sell	-12,092	Closed	-$167K	–	1189
2023 Q1	$167K	Hold	12,092	–	–	0.01%	1093
2022 Q4	$204K	Hold	12,092	–	–	0.01%	1046
2022 Q3	$191K	Sell	12,092 -6,049	-33%	-$97.5K	0.01%	1000
2022 Q2	$262K	Hold	18,141	–	–	0.01%	867
2022 Q1	$302K	Hold	18,141	–	–	0.01%	875
2021 Q4	$308K	Hold	18,141	–	–	0.01%	891
2021 Q3	$277K	Hold	18,141	–	–	0.01%	888
2021 Q2	$286K	Hold	18,141	–	–	0.01%	874
2021 Q1	$309K	Hold	18,141	–	–	0.01%	817
2020 Q4	$231K	Buy	+18,141	New	+$216K	0.01%	893

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Raymond James Trust's FULT Position: Q2 2023 in Review

Raymond James Trust sold out of Fulton Financial (FULT) in Q2 2023, closing a stake of 12,092 shares — an estimated $167K sold.

Raymond James Trust first reported a position in FULT in Q4 2020 and held it in 10 quarters. The position peaked at $309K in Q1 2021. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2023.

Raymond James Trust reported no remaining Fulton Financial position as of Q2 2023 after selling out during the quarter.
Raymond James Trust sold 12,092 Fulton Financial shares in Q2 2023, an estimated $167K.
Raymond James Trust first reported a position in Fulton Financial in Q4 2020 and held it in 10 quarters.
Raymond James Trust's Fulton Financial position peaked at $309K in Q1 2021.
246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2023.

Based on Raymond James Trust's 13F filing for Q2 2023, filed 15 Aug 2023.