Phoenix Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History

Phoenix Wealth Advisors’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 Q1	–	Sell	-45,965	Closed	-$1.51M	–	107
2022 Q4	$1.51M	Sell	45,965 -990	-2%	-$33.8K	0.91%	29
2022 Q3	$1.5M	Sell	46,955 -1,543	-3%	-$53.2K	1.5%	26
2022 Q2	$1.63M	Sell	48,498 -274	-0.6%	-$10.3K	1.61%	24
2022 Q1	$2M	Sell	48,772 -21,240	-30%	-$991K	2.07%	19
2021 Q4	$3.05M	Sell	70,012 -2,922	-4%	-$128K	2.3%	13
2021 Q3	$3.1M	Buy	72,934 +956	+1%	+$36.6K	2.31%	8
2021 Q2	$2.69M	Buy	71,978 +10,816	+18%	+$433K	1.94%	17
2021 Q1	$2.32M	Buy	61,162 +23,673	+63%	+$803K	1.81%	19
2020 Q4	$1.03M	Buy	+37,489	New	+$946K	0.79%	35

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Wealth Advisors's FITB Position: Q1 2023 in Review

Phoenix Wealth Advisors sold out of Fifth Third Bancorp (FITB) in Q1 2023, closing a stake of 45,965 shares — an estimated $1.51M sold.

Phoenix Wealth Advisors first reported a position in FITB in Q4 2020 and held it in 9 quarters. The position peaked at $3.1M in Q3 2021. 820 funds tracked by Wall St. Rank hold FITB as of Q1 2023.

Phoenix Wealth Advisors reported no remaining Fifth Third Bancorp position as of Q1 2023 after selling out during the quarter.
Phoenix Wealth Advisors sold 45,965 Fifth Third Bancorp shares in Q1 2023, an estimated $1.51M.
Phoenix Wealth Advisors first reported a position in Fifth Third Bancorp in Q4 2020 and held it in 9 quarters.
Phoenix Wealth Advisors's Fifth Third Bancorp position peaked at $3.1M in Q3 2021.
820 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q1 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.