9WM
FITB

9258 Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

9258 Wealth Management’s Portfolio FITB Stock Details FITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$590K Sell
13,769
-112
-0.8% -$4.56K 0.09% 182
2024
Q2 		$507K Buy
13,881
+15
+0.1% +$548 0.08% 185
2024
Q1 		$516K Sell
13,866
-153
-1% -$5.32K 0.08% 189
2023
Q4 		$484K Buy
14,019
+620
+5% +$17.2K 0.09% 184
2023
Q3 		$339K Sell
13,399
-1,999
-13% -$53.9K 0.07% 228
2023
Q2 		$404K Buy
15,398
+2,241
+17% +$57.8K 0.08% 213
2023
Q1 		$350K Buy
13,157
+1,580
+14% +$52.5K 0.07% 229
2022
Q4 		$380K Buy
11,577
+3
+0% +$102 0.08% 210
2022
Q3 		$370K Sell
11,574
-1,712
-13% -$59K 0.09% 203
2022
Q2 		$446K Buy
13,286
+120
+0.9% +$4.51K 0.11% 190
2022
Q1 		$567K Buy
13,166
+8
+0.1% +$373 0.13% 172
2021
Q4 		$573K Buy
13,158
+2,598
+25% +$114K 0.13% 170
2021
Q3 		$448K Sell
10,560
-853
-7% -$32.7K 0.12% 189
2021
Q2 		$436K Buy
11,413
+9
+0.1% +$360 0.12% 195
2021
Q1 		$427K Sell
11,404
-413
-3% -$14K 0.13% 176
2020
Q4 		$326K Buy
11,817
+862
+8% +$21.8K 0.11% 214
2020
Q3 		$254K Buy
10,955
+390
+4% +$7.85K 0.1% 226
2020
Q2 		$204K Buy
10,565
+173
+2% +$3.21K 0.08% 254
2020
Q1 		$191K Buy
10,392
+207
+2% +$5.16K 0.08% 241
2019
Q4 		$313K Buy
+10,185
New +$299K 0.11% 206

Other funds holding FITB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

9258 Wealth Management's FITB Position: Q3 2024 in Review

9258 Wealth Management reduced its Fifth Third Bancorp (FITB) stake by 0.81% in Q3 2024, selling an estimated $4.56K and leaving 13,769 shares worth $590K. The position accounts for 0.09% of the portfolio, ranked #182.

9258 Wealth Management first reported a position in FITB in Q4 2019 and has held it in 20 quarters since. 975 funds tracked by Wall St. Rank hold FITB as of Q3 2024.

  • 9258 Wealth Management held 13,769 shares of Fifth Third Bancorp worth $590K as of Q3 2024.
  • 9258 Wealth Management sold 112 Fifth Third Bancorp shares in Q3 2024, an estimated $4.56K.
  • Fifth Third Bancorp made up 0.09% of 9258 Wealth Management's portfolio in Q3 2024, its #182 holding.
  • 9258 Wealth Management first reported a position in Fifth Third Bancorp in Q4 2019 and has held it in 20 quarters since.
  • 975 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.