Western Financial Corp’s Fifth Third Bancorp FITB Stock Holding History

Western Financial Corp’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
2022 Q3	–	Sell	-20,929	Closed	-$703K	–	97
2022 Q2	$703K	Sell	20,929 -1,308	-6%	-$49.1K	0.5%	42
2022 Q1	$957K	Buy	22,237 +2,972	+15%	+$139K	0.56%	38
2021 Q4	$839K	Buy	19,265 +1,729	+10%	+$75.6K	0.44%	47
2021 Q3	$744K	Buy	17,536 +1,103	+7%	+$42.2K	0.44%	45
2021 Q2	$628K	Buy	16,433 +3,238	+25%	+$130K	0.34%	49
2021 Q1	$494K	Buy	+13,195	New	+$447K	0.3%	53

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Western Financial Corp's FITB Position: Q3 2022 in Review

Western Financial Corp sold out of Fifth Third Bancorp (FITB) in Q3 2022, closing a stake of 20,929 shares — an estimated $703K sold.

Western Financial Corp first reported a position in FITB in Q1 2021 and held it in 6 quarters. The position peaked at $957K in Q1 2022. 824 funds tracked by Wall St. Rank hold FITB as of Q3 2022.

Western Financial Corp reported no remaining Fifth Third Bancorp position as of Q3 2022 after selling out during the quarter.
Western Financial Corp sold 20,929 Fifth Third Bancorp shares in Q3 2022, an estimated $703K.
Western Financial Corp first reported a position in Fifth Third Bancorp in Q1 2021 and held it in 6 quarters.
Western Financial Corp's Fifth Third Bancorp position peaked at $957K in Q1 2022.
824 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2022.

Based on Western Financial Corp's 13F filing for Q3 2022, filed 4 Nov 2022.