AWM
FRC

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

Avitas 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
2019
Q2 		– Sell
-34,679
Closed -$3.48M – 183
2019
Q1 		$3.48M Buy
34,679
+249
+0.7% +$24.5K 1.01% 32
2018
Q4 		$2.99M Sell
34,430
-366
-1% -$33.4K 0.98% 38
2018
Q3 		$3.34M Buy
34,796
+749
+2% +$75.4K 0.95% 36
2018
Q2 		$3.29M Buy
+34,047
New +$3.29M 1.03% 26

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avitas Wealth Management's FRC Position: Q2 2019 in Review

Avitas Wealth Management sold out of First Republic Bank (FRC) in Q2 2019, closing a stake of 34,679 shares — an estimated $3.48M sold.

Avitas Wealth Management first reported a position in FRC in Q2 2018 and held it in 4 quarters. The position peaked at $3.48M in Q1 2019. 544 funds tracked by Wall St. Rank hold FRC as of Q2 2019.

  • Avitas Wealth Management reported no remaining First Republic Bank position as of Q2 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 34,679 First Republic Bank shares in Q2 2019, an estimated $3.48M.
  • Avitas Wealth Management first reported a position in First Republic Bank in Q2 2018 and held it in 4 quarters.
  • Avitas Wealth Management's First Republic Bank position peaked at $3.48M in Q1 2019.
  • 544 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2019.

Based on Avitas Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.