Atlas Capital Advisors’s First Republic Bank FRC Stock Holding History

Atlas Capital 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
2024 Q3	–	Sell	-400	Closed	-$8	–	975
2024 Q2	$8	Hold	400	–	–	﹤0.01%	888
2024 Q1	$15	Hold	400	–	–	﹤0.01%	888
2023 Q4	$16	Hold	400	–	–	﹤0.01%	889
2023 Q3	$28	Sell	400 -200	-33%	-$14	﹤0.01%	867
2023 Q2	$330	Hold	600	–	–	﹤0.01%	872
2023 Q1	$8.39K	Buy	600 +400	+200%	+$41K	﹤0.01%	753
2022 Q4	$24.4K	Hold	200	–	–	﹤0.01%	641
2022 Q3	$26.1K	Hold	200	–	–	﹤0.01%	623
2022 Q2	$28.8K	Buy	+200	New	+$30K	﹤0.01%	635
2022 Q1	–	Sell	-1,911	Closed	-$395K	–	976
2021 Q4	$395K	Hold	1,911	–	–	0.06%	261
2021 Q3	$369K	Hold	1,911	–	–	0.06%	248
2021 Q2	$358K	Hold	1,911	–	–	0.06%	262
2021 Q1	$319K	Buy	1,911 +1,864	+3,966%	+$302K	0.06%	253
2020 Q4	$6.91K	Buy	+47	New	+$6.12K	﹤0.01%	613
2019 Q4	–	Sell	-88	Closed	-$8.51K	–	684
2019 Q3	$8.51K	Sell	88 -443	-83%	-$42K	﹤0.01%	580
2019 Q2	$51.9K	Buy	+531	New	+$53.5K	0.02%	476

Other funds holding FRC

Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return