AWM
FRC

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

Adams 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
2020
Q4 		– Sell
-49
Closed -$5K – 361
2020
Q3 		$5K Buy
+49
New +$5.44K ﹤0.01% 233

Other funds holding FRC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Adams Wealth Management's FRC Position: Q4 2020 in Review

Adams Wealth Management sold out of First Republic Bank (FRC) in Q4 2020, closing a stake of 49 shares — an estimated $5K sold.

Adams Wealth Management first reported a position in FRC in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 635 funds tracked by Wall St. Rank hold FRC as of Q4 2020.

  • Adams Wealth Management reported no remaining First Republic Bank position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 49 First Republic Bank shares in Q4 2020, an estimated $5K.
  • Adams Wealth Management first reported a position in First Republic Bank in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's First Republic Bank position peaked at $5K in Q3 2020.
  • 635 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.