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Tradition Wealth Management’s Fulton Financial FULT Stock Holding History

Tradition Wealth Management’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
Q4 		– Sell
-248
Closed -$3K – 1304
2023
Q3 		$3K Hold
248
– – ﹤0.01% 1297
2023
Q2 		$3K Buy
+248
New +$2.99K ﹤0.01% 1329

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tradition Wealth Management's FULT Position: Q4 2023 in Review

Tradition Wealth Management sold out of Fulton Financial (FULT) in Q4 2023, closing a stake of 248 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in FULT in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 259 funds tracked by Wall St. Rank hold FULT as of Q4 2023.

  • Tradition Wealth Management reported no remaining Fulton Financial position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 248 Fulton Financial shares in Q4 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in Fulton Financial in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Fulton Financial position peaked at $3K in Q3 2023.
  • 259 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.