AWA
FRC

Aaron Wealth Advisors’s First Republic Bank FRC Stock Holding History

Aaron Wealth Advisors’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-498
Closed -$80.7K – 908
2022
Q1 		$80.7K Buy
+498
New +$86.9K 0.02% 311

Other funds holding FRC

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Aaron Wealth Advisors's FRC Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of First Republic Bank (FRC) in Q2 2022, closing a stake of 498 shares — an estimated $80.7K sold.

Aaron Wealth Advisors first reported a position in FRC in Q1 2022 and held it in 1 quarter. The position peaked at $80.7K in Q1 2022. 723 funds tracked by Wall St. Rank hold FRC as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining First Republic Bank position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 498 First Republic Bank shares in Q2 2022, an estimated $80.7K.
  • Aaron Wealth Advisors first reported a position in First Republic Bank in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's First Republic Bank position peaked at $80.7K in Q1 2022.
  • 723 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.