WPW
FITB

Waldron Private Wealth’s Fifth Third Bancorp FITB Stock Holding History

Waldron Private Wealth’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
2021
Q4 		– Sell
-5,270
Closed -$225K – 380
2021
Q3 		$225K Hold
5,270
– – 0.01% 331
2021
Q2 		$202K Buy
+5,270
New +$211K 0.01% 321

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Waldron Private Wealth's FITB Position: Q4 2021 in Review

Waldron Private Wealth sold out of Fifth Third Bancorp (FITB) in Q4 2021, closing a stake of 5,270 shares — an estimated $225K sold.

Waldron Private Wealth first reported a position in FITB in Q2 2021 and held it in 2 quarters. The position peaked at $225K in Q3 2021. 923 funds tracked by Wall St. Rank hold FITB as of Q4 2021.

  • Waldron Private Wealth reported no remaining Fifth Third Bancorp position as of Q4 2021 after selling out during the quarter.
  • Waldron Private Wealth sold 5,270 Fifth Third Bancorp shares in Q4 2021, an estimated $225K.
  • Waldron Private Wealth first reported a position in Fifth Third Bancorp in Q2 2021 and held it in 2 quarters.
  • Waldron Private Wealth's Fifth Third Bancorp position peaked at $225K in Q3 2021.
  • 923 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2021.

Based on Waldron Private Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.