LGWM
FITB

Litman Gregory Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Litman Gregory 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
2020
Q4 		– Sell
-434
Closed -$9K – 207
2020
Q3 		$9K Buy
+434
New +$8.74K ﹤0.01% 149

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Litman Gregory Wealth Management's FITB Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of Fifth Third Bancorp (FITB) in Q4 2020, closing a stake of 434 shares — an estimated $9K sold.

Litman Gregory Wealth Management first reported a position in FITB in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 757 funds tracked by Wall St. Rank hold FITB as of Q4 2020.

  • Litman Gregory Wealth Management reported no remaining Fifth Third Bancorp position as of Q4 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 434 Fifth Third Bancorp shares in Q4 2020, an estimated $9K.
  • Litman Gregory Wealth Management first reported a position in Fifth Third Bancorp in Q3 2020 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Fifth Third Bancorp position peaked at $9K in Q3 2020.
  • 757 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.