LWAM
FITB

Legacy Wealth Asset Management’s Fifth Third Bancorp FITB Stock Holding History

Legacy Wealth Asset 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
2021
Q3 		– Sell
-7,620
Closed -$291K – 298
2021
Q2 		$291K Sell
7,620
-4,460
-37% -$178K 0.13% 249
2021
Q1 		$452K Buy
12,080
+103
+0.9% +$3.49K 0.21% 183
2020
Q4 		$330K Buy
+11,977
New +$302K 0.17% 219

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Asset Management's FITB Position: Q3 2021 in Review

Legacy Wealth Asset Management sold out of Fifth Third Bancorp (FITB) in Q3 2021, closing a stake of 7,620 shares — an estimated $291K sold.

Legacy Wealth Asset Management first reported a position in FITB in Q4 2020 and held it in 3 quarters. The position peaked at $452K in Q1 2021. 833 funds tracked by Wall St. Rank hold FITB as of Q3 2021.

  • Legacy Wealth Asset Management reported no remaining Fifth Third Bancorp position as of Q3 2021 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 7,620 Fifth Third Bancorp shares in Q3 2021, an estimated $291K.
  • Legacy Wealth Asset Management first reported a position in Fifth Third Bancorp in Q4 2020 and held it in 3 quarters.
  • Legacy Wealth Asset Management's Fifth Third Bancorp position peaked at $452K in Q1 2021.
  • 833 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2021.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.