AWM
FRC

Aries Wealth Management’s First Republic Bank FRC Stock Holding History

Aries Wealth Management’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
2021
Q2 		– Sell
-1,321
Closed -$229K – 188
2021
Q1 		$229K Buy
+1,321
New +$214K 0.1% 157

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Aries Wealth Management's FRC Position: Q2 2021 in Review

Aries Wealth Management sold out of First Republic Bank (FRC) in Q2 2021, closing a stake of 1,321 shares — an estimated $229K sold.

Aries Wealth Management first reported a position in FRC in Q1 2021 and held it in 1 quarter. The position peaked at $229K in Q1 2021. 672 funds tracked by Wall St. Rank hold FRC as of Q2 2021.

  • Aries Wealth Management reported no remaining First Republic Bank position as of Q2 2021 after selling out during the quarter.
  • Aries Wealth Management sold 1,321 First Republic Bank shares in Q2 2021, an estimated $229K.
  • Aries Wealth Management first reported a position in First Republic Bank in Q1 2021 and held it in 1 quarter.
  • Aries Wealth Management's First Republic Bank position peaked at $229K in Q1 2021.
  • 672 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2021.

Based on Aries Wealth Management's 13F filing for Q2 2021, filed 14 Jul 2021.