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Wealthspire Advisors (Maryland)’s Fulton Financial FULT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,002
Closed -$31K – 1033
2019
Q1 		$31K Sell
2,002
-498
-20% -$8.13K ﹤0.01% 1093
2018
Q4 		$39K Buy
2,500
+129
+5% +$2.1K ﹤0.01% 961
2018
Q3 		$39K Buy
2,371
+135
+6% +$2.36K ﹤0.01% 1053
2018
Q2 		$37K Sell
2,236
-136
-6% -$2.36K ﹤0.01% 1084
2018
Q1 		$42K Sell
2,372
-198
-8% -$3.65K ﹤0.01% 1047
2017
Q4 		$46K Buy
2,570
+174
+7% +$3.2K ﹤0.01% 1036
2017
Q3 		$45K Buy
2,396
+331
+16% +$5.95K ﹤0.01% 1018
2017
Q2 		$39K Hold
2,065
– – ﹤0.01% 1027
2017
Q1 		$37K Sell
2,065
-55
-3% -$1.02K 0.01% 885
2016
Q4 		$40K Sell
2,120
-585
-22% -$9.8K 0.01% 833
2016
Q3 		$39K Buy
2,705
+404
+18% +$5.67K 0.01% 847
2016
Q2 		$31K Buy
2,301
+398
+21% +$5.45K 0.01% 855
2016
Q1 		$25K Buy
1,903
+259
+16% +$3.3K ﹤0.01% 885
2015
Q4 		$21K Buy
+1,644
New +$22.1K ﹤0.01% 947

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FULT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fulton Financial (FULT) in Q2 2019, closing a stake of 2,002 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in FULT in Q4 2015 and held it in 14 quarters. The position peaked at $46K in Q4 2017. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Fulton Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,002 Fulton Financial shares in Q2 2019, an estimated $31K.
  • Wealthspire Advisors (Maryland) first reported a position in Fulton Financial in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Fulton Financial position peaked at $46K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.