AWA
FRC

Arete Wealth Advisors’s First Republic Bank FRC Stock Holding History

Arete Wealth Advisors’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,126
Closed -$503M – 727
2022
Q4 		$503M Buy
4,126
+325
+9% +$39.6M 0.04% 327
2022
Q3 		$496K Buy
+3,801
New +$496K 0.05% 301