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

Baystate 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
2023 Q4	$20K	Buy	578 +2	+0.3%	+$55	﹤0.01%	560
2023 Q3	$14.6K	Sell	576 -20	-3%	-$539	﹤0.01%	517
2023 Q2	$15.6K	Buy	596 +2	+0.3%	+$52	﹤0.01%	494
2023 Q1	$15.8K	Buy	594 +1	+0.2%	+$33	﹤0.01%	491
2022 Q4	$19K	Buy	593 +2	+0.3%	+$68	﹤0.01%	470
2022 Q3	$19K	Buy	591 +1	+0.2%	+$34	﹤0.01%	434
2022 Q2	$20K	Buy	590 +21	+4%	+$789	﹤0.01%	452
2022 Q1	$25K	Hold	569	–	–	﹤0.01%	418
2021 Q4	$25K	Buy	569 +1	+0.2%	+$44	﹤0.01%	433
2021 Q3	$24K	Buy	568 +1	+0.2%	+$38	﹤0.01%	393
2021 Q2	$22K	Buy	567 +1	+0.2%	+$40	﹤0.01%	378
2021 Q1	$21K	Buy	566 +1	+0.2%	+$34	﹤0.01%	355
2020 Q4	$16K	Buy	565 +1	+0.2%	+$25	﹤0.01%	372
2020 Q3	$12K	Buy	564 +2	+0.4%	+$40	﹤0.01%	376
2020 Q2	$11K	Buy	562 +1	+0.2%	+$19	﹤0.01%	378
2020 Q1	$8K	Buy	561 +1	+0.2%	+$25	﹤0.01%	386
2019 Q4	$17K	Hold	560	–	–	﹤0.01%	337
2019 Q3	$15K	Buy	560 +2	+0.4%	+$55	﹤0.01%	319
2019 Q2	$16K	Hold	558	–	–	﹤0.01%	324
2019 Q1	$16K	Buy	558 +1	+0.2%	+$27	﹤0.01%	328
2018 Q4	$15K	Buy	557 +4	+0.7%	+$105	﹤0.01%	331
2018 Q3	$15K	Buy	553 +3	+0.5%	+$88	﹤0.01%	325
2018 Q2	$16K	Sell	550 -218	-28%	-$6.92K	﹤0.01%	318
2018 Q1	$25K	Sell	768 -446	-37%	-$14.6K	﹤0.01%	264
2017 Q4	$40K	Buy	1,214 +447	+58%	+$13K	0.01%	219
2017 Q3	$22K	Sell	767 -1	-0.1%	-$27	﹤0.01%	274
2017 Q2	$20K	Buy	768 +3	+0.4%	+$74	﹤0.01%	276
2017 Q1	$19K	Buy	765 +315	+70%	+$8.4K	﹤0.01%	278
2016 Q4	$12K	Buy	+450	New	+$10.8K	﹤0.01%	281
2013 Q3	–	Sell	-2,000	Closed	-$36K	–	89
2013 Q2	$36K	Buy	+2,000	New	+$34.8K	0.02%	116

Other funds holding FITB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baystate Wealth Management's FITB Position: Q4 2023 in Review

Baystate Wealth Management increased its Fifth Third Bancorp (FITB) stake by 0.35% in Q4 2023, buying an estimated $55 and bringing the position to 578 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Baystate Wealth Management first reported a position in FITB in Q2 2013 and has held it in 30 quarters since. The position peaked at $40K in Q4 2017. 892 funds tracked by Wall St. Rank hold FITB as of Q4 2023.

Baystate Wealth Management held 578 shares of Fifth Third Bancorp worth $20K as of Q4 2023.
Baystate Wealth Management bought 2 Fifth Third Bancorp shares in Q4 2023, an estimated $55.
Fifth Third Bancorp made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #560 holding.
Baystate Wealth Management first reported a position in Fifth Third Bancorp in Q2 2013 and has held it in 30 quarters since.
Baystate Wealth Management's Fifth Third Bancorp position peaked at $40K in Q4 2017.
892 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.