RWP
FULT icon

RWA Wealth Partners’s Fulton Financial FULT Stock Holding History

RWA Wealth Partners’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
2020
Q1 		– Sell
-15,373
Closed -$268K – 219
2019
Q4 		$268K Hold
15,373
– – 0.03% 206
2019
Q3 		$249K Sell
15,373
-7,686
-33% -$125K 0.03% 208
2019
Q2 		$377K Hold
23,059
– – 0.04% 172
2019
Q1 		$357K Hold
23,059
– – 0.04% 176
2018
Q4 		$357K Hold
23,059
– – 0.05% 165
2018
Q3 		$384K Hold
23,059
– – 0.04% 168
2018
Q2 		$380K Buy
+23,059
New +$400K 0.04% 175
2017
Q4 		– Sell
-11,735
Closed -$220K – 239
2017
Q3 		$220K Buy
+11,735
New +$211K 0.02% 217

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RWA Wealth Partners's FULT Position: Q1 2020 in Review

RWA Wealth Partners sold out of Fulton Financial (FULT) in Q1 2020, closing a stake of 15,373 shares — an estimated $268K sold.

RWA Wealth Partners first reported a position in FULT in Q3 2017 and held it in 8 quarters. The position peaked at $384K in Q3 2018. 238 funds tracked by Wall St. Rank hold FULT as of Q1 2020.

  • RWA Wealth Partners reported no remaining Fulton Financial position as of Q1 2020 after selling out during the quarter.
  • RWA Wealth Partners sold 15,373 Fulton Financial shares in Q1 2020, an estimated $268K.
  • RWA Wealth Partners first reported a position in Fulton Financial in Q3 2017 and held it in 8 quarters.
  • RWA Wealth Partners's Fulton Financial position peaked at $384K in Q3 2018.
  • 238 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2020.

Based on RWA Wealth Partners's 13F filing for Q1 2020, filed 8 Apr 2020.