test

Pamela A. Minnick

@Fulton Bank, N.a.

Latest period2024 - Q4ReportedManaged Assets$2.594BTotal holdings665
Assets growth rate-0.96%Assets growth rate (2-Q avg)2.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fulton Bank, N.a.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 665 positions.

Assets under management

The assets under management (AUM) of Fulton Bank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.594B in assets, with a quarterly growth rate of -0.96% and a 2-quarter average growth rate of 2.49%. The portfolio is managed by Pamela A. Minnick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CSCOCisco Sys Inc
Recent Activity
Decreased -7.25%
0.34%
$8.669M
146,430 shares@ $59.2 avg price
KLACKla Corp
Recent Activity
Increased 0.6%
0.34%
$8.618M
13,677 shares@ $630.12 avg price
VSLUEtf Opportunities Trust
Recent Activity
Increased 15.83%
0.33%
$8.329M
227,620 shares@ $36.59 avg price
ORCLOracle Corp
Recent Activity
Increased 14%
0.31%
$7.789M
46,740 shares@ $166.64 avg price
CVXChevron Corp New
Recent Activity
Increased 5.83%
0.3%
$7.659M
52,878 shares@ $144.84 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.5%
0.29%
$7.278M
7,943 shares@ $916.27 avg price
IWRIshares Tr
Recent Activity
Decreased -4.08%
0.28%
$7.26M
82,131 shares@ $88.4 avg price
JOHIXPerpetual Americas Funds Tru
Recent Activity
Decreased -16.89%
0.28%
$7.242M
317,226 shares@ $22.84 avg price
VTSAXVanguard Index Fds
Recent Activity
Decreased -0.49%
0.28%
$7.202M
51,065 shares@ $141.04 avg price
ADBEAdobe Inc
Recent Activity
Increased 3.19%
0.28%
$7.195M
16,180 shares@ $444.68 avg price