MPS Loria Financial Planners’s Fifth Third Bancorp FITB Stock Holding History

MPS Loria Financial Planners’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
2024 Q4	–	Sell	-5,602	Closed	-$240K	–	82
2024 Q3	$240K	Sell	5,602 -145	-3%	-$5.9K	0.07%	75
2024 Q2	$210K	Hold	5,747	–	–	0.07%	79
2024 Q1	$214K	Buy	+5,747	New	+$200K	0.07%	79
2022 Q3	–	Sell	-6,037	Closed	-$202K	–	70
2022 Q2	$202K	Sell	6,037 -10	-0.2%	-$376	0.09%	70
2022 Q1	$260K	Hold	6,047	–	–	0.11%	69
2021 Q4	$263K	Buy	+6,047	New	+$265K	0.11%	69
2021 Q2	–	Sell	-1,303	Closed	-$48K	–	276
2021 Q1	$48K	Buy	+1,303	New	+$44.2K	0.02%	163
2020 Q3	–	Sell	-1,244	Closed	-$24K	–	331
2020 Q2	$24K	Buy	+1,244	New	+$23.1K	0.01%	185
2017 Q3	–	Sell	-1,692	Closed	-$46K	–	171
2017 Q2	$46K	Buy	+1,692	New	+$41.8K	0.03%	155

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MPS Loria Financial Planners's FITB Position: Q4 2024 in Review

MPS Loria Financial Planners sold out of Fifth Third Bancorp (FITB) in Q4 2024, closing a stake of 5,602 shares — an estimated $240K sold.

MPS Loria Financial Planners first reported a position in FITB in Q2 2017 and held it in 9 quarters. The position peaked at $263K in Q4 2021. 1,033 funds tracked by Wall St. Rank hold FITB as of Q4 2024.

MPS Loria Financial Planners reported no remaining Fifth Third Bancorp position as of Q4 2024 after selling out during the quarter.
MPS Loria Financial Planners sold 5,602 Fifth Third Bancorp shares in Q4 2024, an estimated $240K.
MPS Loria Financial Planners first reported a position in Fifth Third Bancorp in Q2 2017 and held it in 9 quarters.
MPS Loria Financial Planners's Fifth Third Bancorp position peaked at $263K in Q4 2021.
1,033 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2024.

Based on MPS Loria Financial Planners's 13F filing for Q4 2024, filed 14 Jan 2025.