BIA
FRC

Bell Investment Advisors’s First Republic Bank FRC Stock Holding History

Bell Investment 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
-101
Closed -$1.41K – 2019
2023
Q1 		$1.41K Buy
101
+4
+4% +$410 ﹤0.01% 1425
2022
Q4 		$11.8K Buy
97
+18
+23% +$2.2K ﹤0.01% 431
2022
Q3 		$10K Sell
79
-29
-27% -$4.45K ﹤0.01% 433
2022
Q2 		$16K Buy
+108
New +$16.2K ﹤0.01% 320
2021
Q4 		$16K Buy
76
+17
+29% +$3.59K ﹤0.01% 369
2021
Q3 		$11K Buy
+59
New +$11.6K ﹤0.01% 439

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 $27.1B AUM 20.2% 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

Bell Investment Advisors's FRC Position: Q2 2023 in Review

Bell Investment Advisors sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 101 shares — an estimated $1.41K sold.

Bell Investment Advisors first reported a position in FRC in Q3 2021 and held it in 6 quarters. The position peaked at $16K in Q2 2022. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Bell Investment Advisors reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 101 First Republic Bank shares in Q2 2023, an estimated $1.41K.
  • Bell Investment Advisors first reported a position in First Republic Bank in Q3 2021 and held it in 6 quarters.
  • Bell Investment Advisors's First Republic Bank position peaked at $16K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.