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 – 2466
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 – 1178
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 $144M AUM 25.61% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 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 $296M AUM 34.73% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return