ACA
FRC

American Capital Advisory’s First Republic Bank FRC Stock Holding History

American Capital Advisory’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
2024
Q2 		– Sell
-28
Closed -$392 – 521
2024
Q1 		$392 Buy
+28
New +$392 ﹤0.01% 418

Other funds holding FRC

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

American Capital Advisory's FRC Position: Q2 2024 in Review

American Capital Advisory sold out of First Republic Bank (FRC) in Q2 2024, closing a stake of 28 shares — an estimated $392 sold.

American Capital Advisory first reported a position in FRC in Q1 2024 and held it in 1 quarter. The position peaked at $392 in Q1 2024. 29 funds tracked by Wall St. Rank hold FRC as of Q2 2024.

  • American Capital Advisory reported no remaining First Republic Bank position as of Q2 2024 after selling out during the quarter.
  • American Capital Advisory sold 28 First Republic Bank shares in Q2 2024, an estimated $392.
  • American Capital Advisory first reported a position in First Republic Bank in Q1 2024 and held it in 1 quarter.
  • American Capital Advisory's First Republic Bank position peaked at $392 in Q1 2024.
  • 29 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2024.

Based on American Capital Advisory's 13F filing for Q2 2024, filed 29 Jul 2024.