Stifel Financial
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Stifel Financial’s Fulcrum Therapeutics FULC Stock Holding History

Stifel Financial’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,025
Closed -$89.3K – 3421
2024
Q3 		$89.3K Sell
25,025
-62,582
-71% -$464K ﹤0.01% 3258
2024
Q2 		$543K Buy
87,607
+2,593
+3% +$19.6K ﹤0.01% 2577
2024
Q1 		$803K Buy
85,014
+13,559
+19% +$121K ﹤0.01% 2323
2023
Q4 		$482K Buy
71,455
+43,767
+158% +$194K ﹤0.01% 2580
2023
Q3 		$123K Buy
27,688
+2,200
+9% +$9.62K ﹤0.01% 3077
2023
Q2 		$84.1K Sell
25,488
-8,612
-25% -$25.3K ﹤0.01% 3193
2023
Q1 		$97.2K Sell
34,100
-200
-0.6% -$1.79K ﹤0.01% 3178
2022
Q4 		$250K Buy
34,300
+1,700
+5% +$11.1K ﹤0.01% 2868
2022
Q3 		$264K Buy
32,600
+8,000
+33% +$57.3K ﹤0.01% 2804
2022
Q2 		$121K Buy
+24,600
New +$240K ﹤0.01% 3130

Other funds holding FULC

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Stifel Financial's FULC Position: Q4 2024 in Review

Stifel Financial sold out of Fulcrum Therapeutics (FULC) in Q4 2024, closing a stake of 25,025 shares — an estimated $89.3K sold.

Stifel Financial first reported a position in FULC in Q2 2022 and held it in 10 quarters. The position peaked at $803K in Q1 2024. 119 funds tracked by Wall St. Rank hold FULC as of Q4 2024.

  • Stifel Financial reported no remaining Fulcrum Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 25,025 Fulcrum Therapeutics shares in Q4 2024, an estimated $89.3K.
  • Stifel Financial first reported a position in Fulcrum Therapeutics in Q2 2022 and held it in 10 quarters.
  • Stifel Financial's Fulcrum Therapeutics position peaked at $803K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.