AWM
FRC

Abound Wealth Management’s First Republic Bank FRC Stock Holding History

Abound Wealth Management’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
2023
Q2 		– Sell
-20
Closed -$281 – 1227
2023
Q1 		$281 Hold
20
– – ﹤0.01% 689
2022
Q4 		$2.44K Sell
20
-15
-43% -$1.83K ﹤0.01% 507
2022
Q3 		$4.57K Buy
+35
New +$5.38K ﹤0.01% 376

Other funds holding FRC

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

Abound Wealth Management's FRC Position: Q2 2023 in Review

Abound Wealth Management sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 20 shares — an estimated $281 sold.

Abound Wealth Management first reported a position in FRC in Q3 2022 and held it in 3 quarters. The position peaked at $4.57K in Q3 2022. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Abound Wealth Management reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Abound Wealth Management sold 20 First Republic Bank shares in Q2 2023, an estimated $281.
  • Abound Wealth Management first reported a position in First Republic Bank in Q3 2022 and held it in 3 quarters.
  • Abound Wealth Management's First Republic Bank position peaked at $4.57K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Abound Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2024.