AIA
FRC

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

Angeles 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
2023
Q1 		– Sell
-3,020
Closed -$368K – 166
2022
Q4 		$368K Buy
+3,020
New +$369K 0.03% 58
2022
Q3 		– Sell
-2,110
Closed -$304K – 119
2022
Q2 		$304K Hold
2,110
– – 0.03% 70
2022
Q1 		$342K Sell
2,110
-9
-0.4% -$1.57K 0.02% 79
2021
Q4 		$438K Buy
2,119
+9
+0.4% +$1.9K 0.02% 130
2021
Q3 		$407K Buy
+2,110
New +$415K 0.02% 126

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Angeles Investment Advisors's FRC Position: Q1 2023 in Review

Angeles Investment Advisors sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 3,020 shares — an estimated $368K sold.

Angeles Investment Advisors first reported a position in FRC in Q3 2021 and held it in 5 quarters. The position peaked at $438K in Q4 2021. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • Angeles Investment Advisors reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • Angeles Investment Advisors sold 3,020 First Republic Bank shares in Q1 2023, an estimated $368K.
  • Angeles Investment Advisors first reported a position in First Republic Bank in Q3 2021 and held it in 5 quarters.
  • Angeles Investment Advisors's First Republic Bank position peaked at $438K in Q4 2021.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on Angeles Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.