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Tradition Wealth Management’s H.B. Fuller FUL Stock Holding History

Tradition Wealth Management’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-48
Closed -$4K – 686
2023
Q4 		$4K Hold
48
– – ﹤0.01% 1180
2023
Q3 		$3K Hold
48
– – ﹤0.01% 1296
2023
Q2 		$3K Hold
48
– – ﹤0.01% 1328
2023
Q1 		$3K Hold
48
– – ﹤0.01% 1246
2022
Q4 		$3K Hold
48
– – ﹤0.01% 1115
2022
Q3 		$3K Hold
48
– – ﹤0.01% 1145
2022
Q2 		$3K Buy
+48
New +$3.22K ﹤0.01% 1042

Other funds holding FUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Tradition Wealth Management's FUL Position: Q1 2024 in Review

Tradition Wealth Management sold out of H.B. Fuller (FUL) in Q1 2024, closing a stake of 48 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in FUL in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q4 2023. 319 funds tracked by Wall St. Rank hold FUL as of Q1 2024.

  • Tradition Wealth Management reported no remaining H.B. Fuller position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 48 H.B. Fuller shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in H.B. Fuller in Q2 2022 and held it in 7 quarters.
  • Tradition Wealth Management's H.B. Fuller position peaked at $4K in Q4 2023.
  • 319 funds tracked by Wall St. Rank held H.B. Fuller as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.