AWM
FITB

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

Altium 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
2019
Q4 		– Sell
-10,079
Closed -$276K – 295
2019
Q3 		$276K Sell
10,079
-425
-4% -$11.7K 0.04% 225
2019
Q2 		$293K Buy
10,504
+1,524
+17% +$41.8K 0.04% 219
2019
Q1 		$226K Buy
+8,980
New +$239K 0.04% 243

Other funds holding FITB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Altium Wealth Management's FITB Position: Q4 2019 in Review

Altium Wealth Management sold out of Fifth Third Bancorp (FITB) in Q4 2019, closing a stake of 10,079 shares — an estimated $276K sold.

Altium Wealth Management first reported a position in FITB in Q1 2019 and held it in 3 quarters. The position peaked at $293K in Q2 2019. 780 funds tracked by Wall St. Rank hold FITB as of Q4 2019.

  • Altium Wealth Management reported no remaining Fifth Third Bancorp position as of Q4 2019 after selling out during the quarter.
  • Altium Wealth Management sold 10,079 Fifth Third Bancorp shares in Q4 2019, an estimated $276K.
  • Altium Wealth Management first reported a position in Fifth Third Bancorp in Q1 2019 and held it in 3 quarters.
  • Altium Wealth Management's Fifth Third Bancorp position peaked at $293K in Q2 2019.
  • 780 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2019.

Based on Altium Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.