LWM Advisory Services’s Fifth Third Bancorp FITB Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-2,527	Closed	-$62.5K	–	105
2023 Q3	$62.5K	Buy	+2,527	New	+$68.2K	0.07%	88
2022 Q4	–	Sell	-6,763	Closed	-$218K	–	100
2022 Q3	$218K	Buy	+6,763	New	+$233K	0.25%	111

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LWM Advisory Services's FITB Position: Q4 2023 in Review

LWM Advisory Services sold out of Fifth Third Bancorp (FITB) in Q4 2023, closing a stake of 2,527 shares — an estimated $62.5K sold.

LWM Advisory Services first reported a position in FITB in Q3 2022 and held it in 2 quarters. The position peaked at $218K in Q3 2022. 892 funds tracked by Wall St. Rank hold FITB as of Q4 2023.

LWM Advisory Services reported no remaining Fifth Third Bancorp position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 2,527 Fifth Third Bancorp shares in Q4 2023, an estimated $62.5K.
LWM Advisory Services first reported a position in Fifth Third Bancorp in Q3 2022 and held it in 2 quarters.
LWM Advisory Services's Fifth Third Bancorp position peaked at $218K in Q3 2022.
892 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.