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TFO Wealth Partners’s Fulton Financial FULT Stock Holding History

TFO 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
2024
Q2 		– Sell
-10
Closed -$159 – 325
2024
Q1 		$159 Hold
10
– – ﹤0.01% 547
2023
Q4 		$165 Hold
10
– – ﹤0.01% 696
2023
Q3 		$119 Hold
10
– – ﹤0.01% 947
2023
Q2 		$119 Hold
10
– – ﹤0.01% 628
2023
Q1 		$138 Sell
10
-6
-38% -$97 ﹤0.01% 575
2022
Q4 		$1.15K Buy
+16
New +$280 ﹤0.01% 337

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TFO Wealth Partners's FULT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Fulton Financial (FULT) in Q2 2024, closing a stake of 10 shares — an estimated $159 sold.

TFO Wealth Partners first reported a position in FULT in Q4 2022 and held it in 6 quarters. The position peaked at $1.15K in Q4 2022. 269 funds tracked by Wall St. Rank hold FULT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Fulton Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Fulton Financial shares in Q2 2024, an estimated $159.
  • TFO Wealth Partners first reported a position in Fulton Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Fulton Financial position peaked at $1.15K in Q4 2022.
  • 269 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.