AIA
FRC

Alera Investment Advisors’s First Republic Bank FRC Stock Holding History

Alera Investment 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
-5,458
Closed -$884K – 202
2022
Q1 		$884K Buy
+5,458
New +$952K 0.2% 68
2019
Q2 		– Sell
-84
Closed -$8K – 1101
2019
Q1 		$8K Buy
84
+14
+20% +$1.38K ﹤0.01% 538
2018
Q4 		$6K Buy
+70
New +$6.39K ﹤0.01% 579

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
ATO
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 $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Alera Investment Advisors's FRC Position: Q2 2022 in Review

Alera Investment Advisors sold out of First Republic Bank (FRC) in Q2 2022, closing a stake of 5,458 shares — an estimated $884K sold.

Alera Investment Advisors first reported a position in FRC in Q4 2018 and held it in 3 quarters. The position peaked at $884K in Q1 2022. 724 funds tracked by Wall St. Rank hold FRC as of Q2 2022.

  • Alera Investment Advisors reported no remaining First Republic Bank position as of Q2 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 5,458 First Republic Bank shares in Q2 2022, an estimated $884K.
  • Alera Investment Advisors first reported a position in First Republic Bank in Q4 2018 and held it in 3 quarters.
  • Alera Investment Advisors's First Republic Bank position peaked at $884K in Q1 2022.
  • 724 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2022.

Based on Alera Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.