AIP
FRC

Ameritas Investment Partners’s First Republic Bank FRC Stock Holding History

Ameritas Investment Partners’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
-2,287
Closed -$32K – 3305
2023
Q1 		$32K Hold
2,287
– – ﹤0.01% 2232
2022
Q4 		$315K Hold
2,287
– – 0.01% 912
2022
Q3 		$298K Hold
2,287
– – 0.01% 891
2022
Q2 		$329K Hold
2,287
– – 0.01% 861
2022
Q1 		$371K Sell
2,287
-117
-5% -$20.4K 0.01% 886
2021
Q4 		$496K Sell
2,404
-15
-0.6% -$3.16K 0.02% 813
2021
Q3 		$466K Hold
2,419
– – 0.02% 816
2021
Q2 		$452K Sell
2,419
-127
-5% -$23.3K 0.02% 821
2021
Q1 		$424K Buy
2,546
+15
+0.6% +$2.43K 0.02% 836
2020
Q4 		$372K Sell
2,531
-219
-8% -$28.5K 0.02% 853
2020
Q3 		$300K Hold
2,750
– – 0.01% 870
2020
Q2 		$291K Hold
2,750
– – 0.01% 870
2020
Q1 		$226K Sell
2,750
-150
-5% -$15.9K 0.01% 881
2019
Q4 		$341K Hold
2,900
– – 0.02% 849
2019
Q3 		$280K Hold
2,900
– – 0.01% 899
2019
Q2 		$283K Hold
2,900
– – 0.01% 895
2019
Q1 		$291K Hold
2,900
– – 0.01% 874
2018
Q4 		$252K Buy
+2,900
New +$265K 0.01% 871

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 $27.1B AUM 20.2% 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

Ameritas Investment Partners's FRC Position: Q2 2023 in Review

Ameritas Investment Partners sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 2,287 shares — an estimated $32K sold.

Ameritas Investment Partners first reported a position in FRC in Q4 2018 and held it in 18 quarters. The position peaked at $496K in Q4 2021. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Ameritas Investment Partners reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Ameritas Investment Partners sold 2,287 First Republic Bank shares in Q2 2023, an estimated $32K.
  • Ameritas Investment Partners first reported a position in First Republic Bank in Q4 2018 and held it in 18 quarters.
  • Ameritas Investment Partners's First Republic Bank position peaked at $496K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Ameritas Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.