EWM
FITB

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

Evermay 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
2024
Q1 		– Sell
-10
Closed -$345 – 658
2023
Q4 		$345 Buy
+10
New +$277 ﹤0.01% 633
2023
Q1 		– Sell
-72
Closed -$2.39K – 556
2022
Q4 		$2.39K Hold
72
– – ﹤0.01% 488
2022
Q3 		$2K Sell
72
-71
-50% -$2.45K ﹤0.01% 475
2022
Q2 		$5K Buy
143
+71
+99% +$2.67K ﹤0.01% 435
2022
Q1 		$3K Sell
72
-1,080
-94% -$50.4K ﹤0.01% 471
2021
Q4 		$50K Sell
1,152
-48
-4% -$2.1K 0.01% 275
2021
Q3 		$51K Hold
1,200
– – 0.01% 263
2021
Q2 		$46K Buy
+1,200
New +$48K 0.01% 295

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evermay Wealth Management's FITB Position: Q1 2024 in Review

Evermay Wealth Management sold out of Fifth Third Bancorp (FITB) in Q1 2024, closing a stake of 10 shares — an estimated $345 sold.

Evermay Wealth Management first reported a position in FITB in Q2 2021 and held it in 8 quarters. The position peaked at $51K in Q3 2021. 919 funds tracked by Wall St. Rank hold FITB as of Q1 2024.

  • Evermay Wealth Management reported no remaining Fifth Third Bancorp position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 10 Fifth Third Bancorp shares in Q1 2024, an estimated $345.
  • Evermay Wealth Management first reported a position in Fifth Third Bancorp in Q2 2021 and held it in 8 quarters.
  • Evermay Wealth Management's Fifth Third Bancorp position peaked at $51K in Q3 2021.
  • 919 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.