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Watershed Asset Management’s Fulton Financial FULT Stock Holding History

Watershed 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
Q4 		$294K Sell
17,874
-2,035
-10% -$28.6K 0.34% 61
2023
Q3 		$241K Sell
19,909
-416
-2% -$5.45K 0.28% 110
2023
Q2 		$242K Buy
+20,325
New +$245K 0.3% 91

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

Watershed Asset Management's FULT Position: Q4 2023 in Review

Watershed Asset Management reduced its Fulton Financial (FULT) stake by 10% in Q4 2023, selling an estimated $28.6K and leaving 17,874 shares worth $294K. The position accounts for 0.34% of the portfolio, ranked #61.

Watershed Asset Management first reported a position in FULT in Q2 2023 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold FULT as of Q4 2023.

  • Watershed Asset Management held 17,874 shares of Fulton Financial worth $294K as of Q4 2023.
  • Watershed Asset Management sold 2,035 Fulton Financial shares in Q4 2023, an estimated $28.6K.
  • Fulton Financial made up 0.34% of Watershed Asset Management's portfolio in Q4 2023, its #61 holding.
  • Watershed Asset Management first reported a position in Fulton Financial in Q2 2023 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.