WAM
FITB

Wealthspire Advisors (Maryland)’s Fifth Third Bancorp FITB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-7,179
Closed -$221K – 458
2019
Q4 		$221K Sell
7,179
-158
-2% -$4.63K 0.01% 450
2019
Q3 		$201K Buy
7,337
+2
+0% +$55 0.01% 442
2019
Q2 		$205K Buy
7,335
+401
+6% +$11K 0.02% 437
2019
Q1 		$175K Buy
6,934
+392
+6% +$10.4K 0.01% 467
2018
Q4 		$154K Sell
6,542
-1,440
-18% -$37.9K 0.01% 464
2018
Q3 		$223K Buy
7,982
+19
+0.2% +$558 0.02% 429
2018
Q2 		$229K Buy
7,963
+171
+2% +$5.43K 0.02% 424
2018
Q1 		$247K Buy
7,792
+1,797
+30% +$58.7K 0.02% 406
2017
Q4 		$182K Sell
5,995
-1,002
-14% -$29.2K 0.02% 524
2017
Q3 		$196K Buy
6,997
+135
+2% +$3.58K 0.02% 482
2017
Q2 		$178K Sell
6,862
-224
-3% -$5.54K 0.02% 496
2017
Q1 		$180K Sell
7,086
-901
-11% -$24K 0.03% 426
2016
Q4 		$215K Sell
7,987
-791
-9% -$19K 0.03% 348
2016
Q3 		$180K Buy
8,778
+1,921
+28% +$37.1K 0.03% 413
2016
Q2 		$121K Buy
6,857
+184
+3% +$3.3K 0.02% 495
2016
Q1 		$111K Sell
6,673
-1,376
-17% -$22.6K 0.02% 497
2015
Q4 		$162K Buy
+8,049
New +$159K 0.03% 413

Other funds holding FITB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FITB Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Fifth Third Bancorp (FITB) in Q1 2020, closing a stake of 7,179 shares — an estimated $221K sold.

Wealthspire Advisors (Maryland) first reported a position in FITB in Q4 2015 and held it in 17 quarters. The position peaked at $247K in Q1 2018. 657 funds tracked by Wall St. Rank hold FITB as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Fifth Third Bancorp position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7,179 Fifth Third Bancorp shares in Q1 2020, an estimated $221K.
  • Wealthspire Advisors (Maryland) first reported a position in Fifth Third Bancorp in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Fifth Third Bancorp position peaked at $247K in Q1 2018.
  • 657 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.