GA
FITB

Geller Advisors’s Fifth Third Bancorp FITB Stock Holding History

Geller 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
2023
Q1 		– Sell
-6,563
Closed -$217K – 182
2022
Q4 		$217K Sell
6,563
-312
-5% -$10.7K 0.04% 141
2022
Q3 		$222K Sell
6,875
-364
-5% -$12.5K 0.05% 115
2022
Q2 		$245K Sell
7,239
-142
-2% -$5.33K 0.05% 112
2022
Q1 		$320K Buy
7,381
+201
+3% +$9.38K 0.06% 98
2021
Q4 		$315K Buy
7,180
+158
+2% +$6.91K 0.06% 113
2021
Q3 		$300K Sell
7,022
-223
-3% -$8.54K 0.07% 106
2021
Q2 		$279K Buy
7,245
+698
+11% +$27.9K 0.06% 100
2021
Q1 		$247K Buy
+6,547
New +$222K 0.06% 100

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

Geller Advisors's FITB Position: Q1 2023 in Review

Geller Advisors sold out of Fifth Third Bancorp (FITB) in Q1 2023, closing a stake of 6,563 shares — an estimated $217K sold.

Geller Advisors first reported a position in FITB in Q1 2021 and held it in 8 quarters. The position peaked at $320K in Q1 2022. 820 funds tracked by Wall St. Rank hold FITB as of Q1 2023.

  • Geller Advisors reported no remaining Fifth Third Bancorp position as of Q1 2023 after selling out during the quarter.
  • Geller Advisors sold 6,563 Fifth Third Bancorp shares in Q1 2023, an estimated $217K.
  • Geller Advisors first reported a position in Fifth Third Bancorp in Q1 2021 and held it in 8 quarters.
  • Geller Advisors's Fifth Third Bancorp position peaked at $320K in Q1 2022.
  • 820 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q1 2023.

Based on Geller Advisors's 13F filing for Q1 2023, filed 12 May 2023.