CWMU
FITB

Caliber Wealth Management (Utah)’s Fifth Third Bancorp FITB Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		– Sell
-12,883
Closed -$423K – 73
2022
Q4 		$423K Buy
+12,883
New +$440K 0.32% 62

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caliber Wealth Management (Utah)'s FITB Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Fifth Third Bancorp (FITB) in Q1 2023, closing a stake of 12,883 shares — an estimated $423K sold.

Caliber Wealth Management (Utah) first reported a position in FITB in Q4 2022 and held it in 1 quarter. The position peaked at $423K in Q4 2022. 820 funds tracked by Wall St. Rank hold FITB as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Fifth Third Bancorp position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 12,883 Fifth Third Bancorp shares in Q1 2023, an estimated $423K.
  • Caliber Wealth Management (Utah) first reported a position in Fifth Third Bancorp in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Fifth Third Bancorp position peaked at $423K in Q4 2022.
  • 820 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.