AWM
FRC

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

Avior 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
2025
Q1 		– Sell
-1,689
Closed -$5 – 2463
2024
Q4 		$5 Buy
1,689
+113
+7% – ﹤0.01% 2455
2024
Q3 		$19 Sell
1,576
-50
-3% -$1 ﹤0.01% 2294
2024
Q2 		$32 Hold
1,626
– – ﹤0.01% 2241
2024
Q1 		$61 Sell
1,626
-15
-0.9% -$1 ﹤0.01% 3404
2023
Q4 		$67 Buy
1,641
+15
+0.9% +$1 ﹤0.01% 1503
2023
Q3 		$117 Hold
1,626
– – ﹤0.01% 1552
2023
Q2 		$894 Buy
1,626
+1,576
+3,152% +$19.3K ﹤0.01% 1422
2023
Q1 		$699 Buy
+50
New +$5.13K ﹤0.01% 1492
2021
Q1 		– Sell
-3,221
Closed -$473K – 1173
2020
Q4 		$473K Buy
3,221
+11
+0.3% +$1.43K 0.06% 276
2020
Q3 		$350K Buy
3,210
+720
+29% +$79.9K 0.05% 311
2020
Q2 		$263K Buy
2,490
+710
+40% +$72.9K 0.04% 348
2020
Q1 		$146K Buy
+1,780
New +$188K 0.03% 385

Other funds holding FRC

CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $188M AUM 48.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Avior Wealth Management's FRC Position: Q1 2025 in Review

Avior Wealth Management sold out of First Republic Bank (FRC) in Q1 2025, closing a stake of 1,689 shares — an estimated $5 sold.

Avior Wealth Management first reported a position in FRC in Q1 2020 and held it in 12 quarters. The position peaked at $473K in Q4 2020. 11 funds tracked by Wall St. Rank hold FRC as of Q1 2025.

  • Avior Wealth Management reported no remaining First Republic Bank position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,689 First Republic Bank shares in Q1 2025, an estimated $5.
  • Avior Wealth Management first reported a position in First Republic Bank in Q1 2020 and held it in 12 quarters.
  • Avior Wealth Management's First Republic Bank position peaked at $473K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.