AA
FRC

Advisory Alpha’s First Republic Bank FRC Stock Holding History

Advisory Alpha’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
2019
Q4 		– Sell
-11
Closed -$1.02K – 943
2019
Q3 		$1.02K Buy
+11
New +$1.04K ﹤0.01% 735
2019
Q2 		– Sell
-3
Closed -$309 – 693
2019
Q1 		$309 Buy
+3
New +$295 ﹤0.01% 721

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Advisory Alpha's FRC Position: Q4 2019 in Review

Advisory Alpha sold out of First Republic Bank (FRC) in Q4 2019, closing a stake of 11 shares — an estimated $1.02K sold.

Advisory Alpha first reported a position in FRC in Q1 2019 and held it in 2 quarters. The position peaked at $1.02K in Q3 2019. 561 funds tracked by Wall St. Rank hold FRC as of Q4 2019.

  • Advisory Alpha reported no remaining First Republic Bank position as of Q4 2019 after selling out during the quarter.
  • Advisory Alpha sold 11 First Republic Bank shares in Q4 2019, an estimated $1.02K.
  • Advisory Alpha first reported a position in First Republic Bank in Q1 2019 and held it in 2 quarters.
  • Advisory Alpha's First Republic Bank position peaked at $1.02K in Q3 2019.
  • 561 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.