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

SOA 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 Q4	–	Sell	-37	Closed	-$937	–	917
2023 Q3	$937	Hold	37	–	–	﹤0.01%	778
2023 Q2	$970	Hold	37	–	–	﹤0.01%	784
2023 Q1	$986	Hold	37	–	–	﹤0.01%	792
2022 Q4	$1.21K	Hold	37	–	–	﹤0.01%	781
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	764
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	749
2022 Q1	$1K	Hold	37	–	–	﹤0.01%	846
2021 Q4	$1K	Hold	37	–	–	﹤0.01%	818
2021 Q3	$1K	Hold	37	–	–	﹤0.01%	835
2021 Q2	$1K	Buy	+37	New	+$1.48K	﹤0.01%	816

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

SOA Wealth Advisors's FITB Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Fifth Third Bancorp (FITB) in Q4 2023, closing a stake of 37 shares — an estimated $937 sold.

SOA Wealth Advisors first reported a position in FITB in Q2 2021 and held it in 10 quarters. The position peaked at $1.21K in Q4 2022. 892 funds tracked by Wall St. Rank hold FITB as of Q4 2023.

SOA Wealth Advisors reported no remaining Fifth Third Bancorp position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 37 Fifth Third Bancorp shares in Q4 2023, an estimated $937.
SOA Wealth Advisors first reported a position in Fifth Third Bancorp in Q2 2021 and held it in 10 quarters.
SOA Wealth Advisors's Fifth Third Bancorp position peaked at $1.21K in Q4 2022.
892 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.