Beacon Pointe Advisors’s First Republic Bank FRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,594
Closed -$231K 1080
2022
Q2
$231K Sell
1,594
-3,042
-66% -$441K ﹤0.01% 927
2022
Q1
$751K Buy
4,636
+2,169
+88% +$351K 0.01% 691
2021
Q4
$509K Buy
+2,467
New +$509K 0.01% 569
2021
Q3
Sell
-2,311
Closed -$433K 985
2021
Q2
$433K Buy
+2,311
New +$433K 0.02% 529
2021
Q1
Sell
-2,112
Closed -$309K 586
2020
Q4
$309K Buy
+2,112
New +$309K 0.02% 363