The Family Firm’s Fulton Financial FULT Stock Holding History

The Family Firm’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 Q3	–	Sell	-2,695	Closed	-$45.8K	–	447
2024 Q2	$45.8K	Buy	+2,695	New	+$43.7K	0.01%	419

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

The Family Firm's FULT Position: Q3 2024 in Review

The Family Firm sold out of Fulton Financial (FULT) in Q3 2024, closing a stake of 2,695 shares — an estimated $45.8K sold.

The Family Firm first reported a position in FULT in Q2 2024 and held it in 1 quarter. The position peaked at $45.8K in Q2 2024. 297 funds tracked by Wall St. Rank hold FULT as of Q3 2024.

The Family Firm reported no remaining Fulton Financial position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 2,695 Fulton Financial shares in Q3 2024, an estimated $45.8K.
The Family Firm first reported a position in Fulton Financial in Q2 2024 and held it in 1 quarter.
The Family Firm's Fulton Financial position peaked at $45.8K in Q2 2024.
297 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.