Walled Lake Planning & Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Walled Lake Planning & Wealth Management’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	-2,345	Closed	-$100K	–	175
2021 Q3	$100K	Sell	2,345 -46	-2%	-$1.76K	0.06%	118
2021 Q2	$91K	Hold	2,391	–	–	0.06%	124
2021 Q1	$90K	Buy	2,391 +2,345	+5,098%	+$79.5K	0.06%	114
2020 Q4	$1K	Sell	46 -405	-90%	-$10.2K	﹤0.01%	301
2020 Q3	$10K	Buy	451 +2	+0.4%	+$40	0.01%	213
2020 Q2	$9K	Buy	449 +169	+60%	+$3.13K	0.01%	206
2020 Q1	$4K	Hold	280	–	–	﹤0.01%	244
2019 Q4	$9K	Buy	+280	New	+$8.21K	0.01%	206

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Walled Lake Planning & Wealth Management's FITB Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Fifth Third Bancorp (FITB) in Q4 2021, closing a stake of 2,345 shares — an estimated $100K sold.

Walled Lake Planning & Wealth Management first reported a position in FITB in Q4 2019 and held it in 8 quarters. The position peaked at $100K in Q3 2021. 923 funds tracked by Wall St. Rank hold FITB as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Fifth Third Bancorp position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 2,345 Fifth Third Bancorp shares in Q4 2021, an estimated $100K.
Walled Lake Planning & Wealth Management first reported a position in Fifth Third Bancorp in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Fifth Third Bancorp position peaked at $100K in Q3 2021.
923 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.