AWM
FRC

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

Atticus 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
2023
Q2 		– Sell
-50
Closed -$700 – 621
2023
Q1 		$700 Buy
+50
New +$5.13K ﹤0.01% 506
2022
Q4 		– Sell
-20
Closed -$3K – 657
2022
Q3 		$3K Hold
20
– – ﹤0.01% 484
2022
Q2 		$3K Hold
20
– – ﹤0.01% 517
2022
Q1 		$3K Buy
+20
New +$3.49K ﹤0.01% 514
2020
Q1 		– Sell
-10
Closed -$1K – 445
2019
Q4 		$1K Buy
+10
New +$1.08K ﹤0.01% 374

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 $25B AUM 18.87% 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

Atticus Wealth Management's FRC Position: Q2 2023 in Review

Atticus Wealth Management sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 50 shares — an estimated $700 sold.

Atticus Wealth Management first reported a position in FRC in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q3 2022. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Atticus Wealth Management reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 50 First Republic Bank shares in Q2 2023, an estimated $700.
  • Atticus Wealth Management first reported a position in First Republic Bank in Q4 2019 and held it in 5 quarters.
  • Atticus Wealth Management's First Republic Bank position peaked at $3K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Atticus Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.