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TCI Wealth Advisors’s Fulton Financial FULT Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-982
Closed -$13.6K – 974
2023
Q1 		$13.6K Sell
982
-2
-0.2% -$32 ﹤0.01% 901
2022
Q4 		$16.6K Buy
984
+2
+0.2% +$35 ﹤0.01% 789
2022
Q3 		$16K Buy
982
+10
+1% +$161 ﹤0.01% 764
2022
Q2 		$14K Buy
972
+682
+235% +$10.5K ﹤0.01% 804
2022
Q1 		$5K Hold
290
– – ﹤0.01% 1538
2021
Q4 		$5K Hold
290
– – ﹤0.01% 1651
2021
Q3 		$4K Sell
290
-319
-52% -$4.94K ﹤0.01% 1737
2021
Q2 		$10K Buy
609
+319
+110% +$5.43K ﹤0.01% 956
2021
Q1 		$5K Hold
290
– – ﹤0.01% 1251
2020
Q4 		$4K Hold
290
– – ﹤0.01% 961
2020
Q3 		$3K Buy
+290
New +$2.85K ﹤0.01% 945

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

TCI Wealth Advisors's FULT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Fulton Financial (FULT) in Q2 2023, closing a stake of 982 shares — an estimated $13.6K sold.

TCI Wealth Advisors first reported a position in FULT in Q3 2020 and held it in 11 quarters. The position peaked at $16.6K in Q4 2022. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Fulton Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 982 Fulton Financial shares in Q2 2023, an estimated $13.6K.
  • TCI Wealth Advisors first reported a position in Fulton Financial in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's Fulton Financial position peaked at $16.6K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.