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Sowell Financial Services’s Fulton Financial FULT Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,597
Closed -$46K – 1334
2021
Q1 		$46K Buy
2,597
+378
+17% +$5.85K ﹤0.01% 1689
2020
Q4 		$28K Sell
2,219
-51
-2% -$606 ﹤0.01% 1602
2020
Q3 		$21K Sell
2,270
-225
-9% -$2.21K ﹤0.01% 1537
2020
Q2 		$26K Buy
2,495
+495
+25% +$5.37K ﹤0.01% 1375
2020
Q1 		$23K Buy
+2,000
New +$30.7K ﹤0.01% 1342

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

Sowell Financial Services's FULT Position: Q2 2021 in Review

Sowell Financial Services sold out of Fulton Financial (FULT) in Q2 2021, closing a stake of 2,597 shares — an estimated $46K sold.

Sowell Financial Services first reported a position in FULT in Q1 2020 and held it in 5 quarters. The position peaked at $46K in Q1 2021. 248 funds tracked by Wall St. Rank hold FULT as of Q2 2021.

  • Sowell Financial Services reported no remaining Fulton Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,597 Fulton Financial shares in Q2 2021, an estimated $46K.
  • Sowell Financial Services first reported a position in Fulton Financial in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Fulton Financial position peaked at $46K in Q1 2021.
  • 248 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.