XWM
FITB

Xcel Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Xcel 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
2024
Q1 		– Sell
-6,323
Closed -$218K – 130
2023
Q4 		$218K Buy
+6,323
New +$175K 0.08% 106

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Xcel Wealth Management's FITB Position: Q1 2024 in Review

Xcel Wealth Management sold out of Fifth Third Bancorp (FITB) in Q1 2024, closing a stake of 6,323 shares — an estimated $218K sold.

Xcel Wealth Management first reported a position in FITB in Q4 2023 and held it in 1 quarter. The position peaked at $218K in Q4 2023. 919 funds tracked by Wall St. Rank hold FITB as of Q1 2024.

  • Xcel Wealth Management reported no remaining Fifth Third Bancorp position as of Q1 2024 after selling out during the quarter.
  • Xcel Wealth Management sold 6,323 Fifth Third Bancorp shares in Q1 2024, an estimated $218K.
  • Xcel Wealth Management first reported a position in Fifth Third Bancorp in Q4 2023 and held it in 1 quarter.
  • Xcel Wealth Management's Fifth Third Bancorp position peaked at $218K in Q4 2023.
  • 919 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q1 2024.

Based on Xcel Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.