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Reston Wealth Management’s Fulton Financial FULT Stock Holding History

Reston 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
Q4 		– Sell
-113
Closed -$2.05K – 198
2024
Q3 		$2.05K Buy
+113
New +$2.06K ﹤0.01% 367

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Reston Wealth Management's FULT Position: Q4 2024 in Review

Reston Wealth Management sold out of Fulton Financial (FULT) in Q4 2024, closing a stake of 113 shares — an estimated $2.05K sold.

Reston Wealth Management first reported a position in FULT in Q3 2024 and held it in 1 quarter. The position peaked at $2.05K in Q3 2024. 300 funds tracked by Wall St. Rank hold FULT as of Q4 2024.

  • Reston Wealth Management reported no remaining Fulton Financial position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 113 Fulton Financial shares in Q4 2024, an estimated $2.05K.
  • Reston Wealth Management first reported a position in Fulton Financial in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Fulton Financial position peaked at $2.05K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.