BWA
FRC

BDO Wealth Advisors’s First Republic Bank FRC Stock Holding History

BDO Wealth 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
2023
Q2 		– Sell
-134
Closed -$1.88K – 1084
2023
Q1 		$1.88K Buy
134
+65
+94% +$6.66K ﹤0.01% 911
2022
Q4 		$8.41K Hold
69
– – ﹤0.01% 710
2022
Q3 		$9K Hold
69
– – ﹤0.01% 738
2022
Q2 		$10K Hold
69
– – ﹤0.01% 691
2022
Q1 		$11K Hold
69
– – ﹤0.01% 722
2021
Q4 		$14K Hold
69
– – ﹤0.01% 697
2021
Q3 		$13K Hold
69
– – ﹤0.01% 693
2021
Q2 		$13K Hold
69
– – ﹤0.01% 717
2021
Q1 		$12K Buy
+69
New +$11.2K ﹤0.01% 718

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

BDO Wealth Advisors's FRC Position: Q2 2023 in Review

BDO Wealth Advisors sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 134 shares — an estimated $1.88K sold.

BDO Wealth Advisors first reported a position in FRC in Q1 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • BDO Wealth Advisors reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 134 First Republic Bank shares in Q2 2023, an estimated $1.88K.
  • BDO Wealth Advisors first reported a position in First Republic Bank in Q1 2021 and held it in 9 quarters.
  • BDO Wealth Advisors's First Republic Bank position peaked at $14K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.