Clear Perspectives Financial Planning’s Fifth Third Bancorp FITB Stock Holding History

Clear Perspectives Financial Planning’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	$42K	Buy	1,577 +462	+41%	+$15.4K	0.02%	78
2022 Q4	$36.6K	Hold	1,115	–	–	0.02%	95
2022 Q3	$36K	Hold	1,115	–	–	0.02%	94
2022 Q2	$37K	Sell	1,115 -873	-44%	-$32.8K	0.01%	98
2022 Q1	$86K	Buy	1,988 +873	+78%	+$40.7K	0.03%	73
2021 Q4	$49K	Hold	1,115	–	–	0.02%	102
2021 Q3	$47K	Sell	1,115 -300	-21%	-$11.5K	0.02%	97
2021 Q2	$54K	Buy	1,415 +700	+98%	+$28K	0.03%	96
2021 Q1	$27K	Sell	715 -670	-48%	-$22.7K	0.02%	114
2020 Q4	$38K	Buy	+1,385	New	+$35K	0.02%	97

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Clear Perspectives Financial Planning's FITB Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its Fifth Third Bancorp (FITB) stake by 41% in Q1 2023, buying an estimated $15.4K and bringing the position to 1,577 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #78.

Clear Perspectives Financial Planning first reported a position in FITB in Q4 2020 and has held it in 10 quarters since. The position peaked at $86K in Q1 2022. 820 funds tracked by Wall St. Rank hold FITB as of Q1 2023.

Clear Perspectives Financial Planning held 1,577 shares of Fifth Third Bancorp worth $42K as of Q1 2023.
Clear Perspectives Financial Planning bought 462 Fifth Third Bancorp shares in Q1 2023, an estimated $15.4K.
Fifth Third Bancorp made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #78 holding.
Clear Perspectives Financial Planning first reported a position in Fifth Third Bancorp in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Fifth Third Bancorp position peaked at $86K in Q1 2022.
820 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.