RPWA
FULT icon

Regent Peak Wealth Advisors’s Fulton Financial FULT Stock Holding History

Regent Peak Wealth Advisors’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
-38
Closed – – 457
2020
Q4 		$0 Buy
+38
New +$452 ﹤0.01% 1081

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

Regent Peak Wealth Advisors's FULT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Fulton Financial (FULT) in Q1 2021, closing a stake of 38 shares.

Regent Peak Wealth Advisors first reported a position in FULT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 235 funds tracked by Wall St. Rank hold FULT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Fulton Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 38 Fulton Financial shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Fulton Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Fulton Financial position peaked at $0 in Q4 2020.
  • 235 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.