HWMA
FITB

Heritage Wealth Management (Arizona)’s Fifth Third Bancorp FITB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$34.4K Buy
1,048
+524
+100% +$17.9K ﹤0.01% 560
2022
Q3 		$17K Hold
524
– – 0.01% 562
2022
Q2 		$17.6K Hold
524
– – 0.01% 561
2022
Q1 		$23K Buy
+524
New +$24.5K 0.01% 575
2021
Q3 		$22K Hold
524
– – 0.01% 543
2021
Q2 		$20K Sell
524
-250
-32% -$10K 0.01% 561
2021
Q1 		$29K Buy
+774
New +$26.2K 0.02% 450

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FITB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Fifth Third Bancorp (FITB) stake by 100% in Q4 2022, buying an estimated $17.9K and bringing the position to 1,048 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Heritage Wealth Management (Arizona) first reported a position in FITB in Q1 2021 and has held it in 7 quarters since. 870 funds tracked by Wall St. Rank hold FITB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,048 shares of Fifth Third Bancorp worth $34.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 524 Fifth Third Bancorp shares in Q4 2022, an estimated $17.9K.
  • Fifth Third Bancorp made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #560 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Fifth Third Bancorp in Q1 2021 and has held it in 7 quarters since.
  • 870 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.