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Steward Partners Investment Advisory’s H.B. Fuller FUL Stock Holding History

Steward Partners Investment Advisory’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-108
Closed -$8.61K – 3645
2024
Q1 		$8.61K Buy
+108
New +$8.46K ﹤0.01% 2867
2023
Q3 		– Sell
-48
Closed -$3.41K – 3407
2023
Q2 		$3.41K Sell
48
-152
-76% -$9.99K ﹤0.01% 2914
2023
Q1 		$13.7K Hold
200
– – ﹤0.01% 2423
2022
Q4 		$14.3K Sell
200
-129
-39% -$9.32K ﹤0.01% 2402
2022
Q3 		$20K Buy
329
+1
+0.3% +$64 ﹤0.01% 2223
2022
Q2 		$20K Buy
328
+1
+0.3% +$67 ﹤0.01% 2219
2022
Q1 		$22K Buy
327
+1
+0.3% +$70 ﹤0.01% 2308
2021
Q4 		$26K Buy
326
+1
+0.3% +$74 ﹤0.01% 2211
2021
Q3 		$21K Buy
325
+1
+0.3% +$65 ﹤0.01% 2301
2021
Q2 		$21K Hold
324
– – ﹤0.01% 5019
2021
Q1 		$20.4K Buy
324
+1
+0.3% +$57 ﹤0.01% 2471
2020
Q4 		$17K Buy
323
+2
+0.6% +$101 ﹤0.01% 2110
2020
Q3 		$15K Buy
321
+1
+0.3% +$47 ﹤0.01% 1979
2020
Q2 		$14K Buy
320
+1
+0.3% +$36 ﹤0.01% 1898
2020
Q1 		$8K Buy
+319
New +$13.4K ﹤0.01% 1931

Other funds holding FUL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's FUL Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of H.B. Fuller (FUL) in Q2 2024, closing a stake of 108 shares — an estimated $8.61K sold.

Steward Partners Investment Advisory first reported a position in FUL in Q1 2020 and held it in 15 quarters. The position peaked at $26K in Q4 2021. 324 funds tracked by Wall St. Rank hold FUL as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining H.B. Fuller position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 108 H.B. Fuller shares in Q2 2024, an estimated $8.61K.
  • Steward Partners Investment Advisory first reported a position in H.B. Fuller in Q1 2020 and held it in 15 quarters.
  • Steward Partners Investment Advisory's H.B. Fuller position peaked at $26K in Q4 2021.
  • 324 funds tracked by Wall St. Rank held H.B. Fuller as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.