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Wakefield Asset Management’s Fulton Financial FULT Stock Holding History

Wakefield Asset 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
Q1 		– Sell
-46,022
Closed -$775K – 175
2022
Q4 		$775K Sell
46,022
-34
-0.1% -$596 0.33% 96
2022
Q3 		$728K Buy
46,056
+16
+0% +$258 0.33% 82
2022
Q2 		$666K Buy
46,040
+43
+0.1% +$665 0.29% 100
2022
Q1 		$764K Buy
+45,997
New +$822K 0.27% 116

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wakefield Asset Management's FULT Position: Q1 2023 in Review

Wakefield Asset Management sold out of Fulton Financial (FULT) in Q1 2023, closing a stake of 46,022 shares — an estimated $775K sold.

Wakefield Asset Management first reported a position in FULT in Q1 2022 and held it in 4 quarters. The position peaked at $775K in Q4 2022. 256 funds tracked by Wall St. Rank hold FULT as of Q1 2023.

  • Wakefield Asset Management reported no remaining Fulton Financial position as of Q1 2023 after selling out during the quarter.
  • Wakefield Asset Management sold 46,022 Fulton Financial shares in Q1 2023, an estimated $775K.
  • Wakefield Asset Management first reported a position in Fulton Financial in Q1 2022 and held it in 4 quarters.
  • Wakefield Asset Management's Fulton Financial position peaked at $775K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2023.

Based on Wakefield Asset Management's 13F filing for Q1 2023, filed 2 May 2023.