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Toth Financial Advisory’s Fulton Financial FULT Stock Holding History

Toth Financial Advisory’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
2020
Q3 		– Sell
-3,125
Closed -$33K – 568
2020
Q2 		$33K Hold
3,125
– – 0.01% 246
2020
Q1 		$36K Hold
3,125
– – 0.01% 195
2019
Q4 		$54K Hold
3,125
– – 0.01% 211
2019
Q3 		$51K Hold
3,125
– – 0.01% 227
2019
Q2 		$51K Hold
3,125
– – 0.01% 223
2019
Q1 		$48K Hold
3,125
– – 0.01% 216
2018
Q4 		$48K Sell
3,125
-17,050
-85% -$277K 0.01% 189
2018
Q3 		$336K Buy
20,175
+17,050
+546% +$298K 0.07% 133
2018
Q2 		$52K Hold
3,125
– – 0.01% 210
2018
Q1 		$55K Hold
3,125
– – 0.01% 206
2017
Q4 		$56K Buy
+3,125
New +$57.4K 0.01% 202
2014
Q3 		– Sell
-10,000
Closed -$124K – 111
2014
Q2 		$124K Sell
10,000
-5,400
-35% -$66K 0.05% 107
2014
Q1 		$194K Sell
15,400
-600
-4% -$7.55K 0.08% 107
2013
Q4 		$209K Sell
16,000
-8,200
-34% -$102K 0.09% 102
2013
Q3 		$283K Sell
24,200
-2,800
-10% -$34.2K 0.13% 92
2013
Q2 		$310K Buy
+27,000
New +$306K 0.15% 92

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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

Toth Financial Advisory's FULT Position: Q3 2020 in Review

Toth Financial Advisory sold out of Fulton Financial (FULT) in Q3 2020, closing a stake of 3,125 shares — an estimated $33K sold.

Toth Financial Advisory first reported a position in FULT in Q2 2013 and held it in 16 quarters. The position peaked at $336K in Q3 2018. 238 funds tracked by Wall St. Rank hold FULT as of Q3 2020.

  • Toth Financial Advisory reported no remaining Fulton Financial position as of Q3 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 3,125 Fulton Financial shares in Q3 2020, an estimated $33K.
  • Toth Financial Advisory first reported a position in Fulton Financial in Q2 2013 and held it in 16 quarters.
  • Toth Financial Advisory's Fulton Financial position peaked at $336K in Q3 2018.
  • 238 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.