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

BerganKDV 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
2022 Q3	–	Sell	-130	Closed	-$4K	–	999
2022 Q2	$4K	Hold	130	–	–	﹤0.01%	727
2022 Q1	$6K	Hold	130	–	–	﹤0.01%	691
2021 Q4	$6K	Hold	130	–	–	﹤0.01%	752
2021 Q3	$6K	Hold	130	–	–	﹤0.01%	726
2021 Q2	$5K	Hold	130	–	–	﹤0.01%	696
2021 Q1	$5K	Hold	130	–	–	﹤0.01%	663
2020 Q4	$4K	Buy	+130	New	+$3.28K	﹤0.01%	687
2020 Q3	–	Sell	-1,800	Closed	-$35K	–	936
2020 Q2	$35K	Sell	1,800 -44	-2%	-$815	0.01%	388
2020 Q1	$27K	Hold	1,844	–	–	0.01%	388
2019 Q4	$57K	Hold	1,844	–	–	0.01%	332
2019 Q3	$50K	Hold	1,844	–	–	0.01%	331
2019 Q2	$51K	Hold	1,844	–	–	0.01%	325
2019 Q1	$47K	Hold	1,844	–	–	0.01%	346
2018 Q4	$43K	Buy	1,844 +44	+2%	+$1.16K	0.01%	313
2018 Q3	$50K	Sell	1,800 -100	-5%	-$2.94K	0.01%	320
2018 Q2	$55K	Buy	+1,900	New	+$60.3K	0.01%	309

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

BerganKDV Wealth Management's FITB Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Fifth Third Bancorp (FITB) in Q3 2022, closing a stake of 130 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in FITB in Q2 2018 and held it in 16 quarters. The position peaked at $57K in Q4 2019. 823 funds tracked by Wall St. Rank hold FITB as of Q3 2022.

BerganKDV Wealth Management reported no remaining Fifth Third Bancorp position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 130 Fifth Third Bancorp shares in Q3 2022, an estimated $4K.
BerganKDV Wealth Management first reported a position in Fifth Third Bancorp in Q2 2018 and held it in 16 quarters.
BerganKDV Wealth Management's Fifth Third Bancorp position peaked at $57K in Q4 2019.
823 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.