Financial Synergies Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-785	Closed	-$29.2K	–	204
2024 Q1	$29.2K	Buy	+785	New	+$27.3K	﹤0.01%	161
2023 Q4	–	Sell	-766	Closed	-$19.4K	–	497
2023 Q3	$19.4K	Buy	766 +9	+1%	+$243	﹤0.01%	179
2023 Q2	$19.8K	Buy	757 +9	+1%	+$232	﹤0.01%	173
2023 Q1	$19.9K	Buy	+748	New	+$24.9K	﹤0.01%	177
2022 Q3	–	Sell	-10	Closed	-$336	–	488
2022 Q2	$336	Buy	+10	New	+$376	﹤0.01%	429

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Financial Synergies Wealth Advisors's FITB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Fifth Third Bancorp (FITB) in Q2 2024, closing a stake of 785 shares — an estimated $29.2K sold.

Financial Synergies Wealth Advisors first reported a position in FITB in Q2 2022 and held it in 5 quarters. The position peaked at $29.2K in Q1 2024. 936 funds tracked by Wall St. Rank hold FITB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Fifth Third Bancorp position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 785 Fifth Third Bancorp shares in Q2 2024, an estimated $29.2K.
Financial Synergies Wealth Advisors first reported a position in Fifth Third Bancorp in Q2 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's Fifth Third Bancorp position peaked at $29.2K in Q1 2024.
936 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.