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Wilbanks Smith & Thomas Asset Management’s Fulton Financial FULT Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		$185K Hold
11,627
– – 0.01% 517
2023
Q4 		$191K Hold
11,627
– – 0.01% 506
2023
Q3 		$141K Hold
11,627
– – ﹤0.01% 488
2023
Q2 		$139K Hold
11,627
– – ﹤0.01% 504
2023
Q1 		$161K Hold
11,627
– – 0.01% 494
2022
Q4 		$196K Hold
11,627
– – 0.01% 478
2022
Q3 		$184K Buy
+11,627
New +$187K 0.01% 455
2018
Q4 		– Sell
-6,956
Closed -$116K – 705
2018
Q3 		$116K Buy
+6,956
New +$122K 0.01% 509
2016
Q4 		– Sell
-12,496
Closed -$181K – 319
2016
Q3 		$181K Hold
12,496
– – 0.02% 275
2016
Q2 		$169K Sell
12,496
-307
-2% -$4.2K 0.02% 277
2016
Q1 		$171K Sell
12,803
-13,776
-52% -$176K 0.02% 270
2015
Q4 		$346K Buy
26,579
+1,500
+6% +$20.1K 0.03% 190
2015
Q3 		$303K Sell
25,079
-2,555
-9% -$32.2K 0.04% 194
2015
Q2 		$361K Sell
27,634
-2,000
-7% -$25.4K 0.04% 214
2015
Q1 		$366K Sell
29,634
-2,024
-6% -$24.2K 0.04% 204
2014
Q4 		$391K Hold
31,658
– – 0.04% 203
2014
Q3 		$351K Buy
31,658
+577
+2% +$6.7K 0.04% 200
2014
Q2 		$385K Sell
31,081
-2,715
-8% -$33.2K 0.04% 193
2014
Q1 		$425K Sell
33,796
-1,036
-3% -$13K 0.05% 181
2013
Q4 		$456K Sell
34,832
-1,086
-3% -$13.6K 0.05% 182
2013
Q3 		$420K Sell
35,918
-2,860
-7% -$34.9K 0.06% 174
2013
Q2 		$445K Buy
+38,778
New +$439K 0.07% 162

Other funds holding FULT

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FULT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Fulton Financial (FULT) position steady in Q1 2024 at 11,627 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #517.

Wilbanks Smith & Thomas Asset Management first reported a position in FULT in Q2 2013 and has held it in 22 quarters since. The position peaked at $456K in Q4 2013. 255 funds tracked by Wall St. Rank hold FULT as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 11,627 shares of Fulton Financial worth $185K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management left its Fulton Financial share count unchanged in Q1 2024.
  • Fulton Financial made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #517 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Fulton Financial in Q2 2013 and has held it in 22 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Fulton Financial position peaked at $456K in Q4 2013.
  • 255 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.