Brewin Dolphin Wealth Management’s First Republic Bank FRC Stock Holding History

Brewin Dolphin 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
2022 Q2	$30K	Hold	207	–	–	﹤0.01%	224
2022 Q1	$34K	Hold	207	–	–	﹤0.01%	218
2021 Q4	$43K	Hold	207	–	–	﹤0.01%	206
2021 Q3	$39.9K	Hold	207	–	–	﹤0.01%	215
2021 Q2	$38.7K	Hold	207	–	–	﹤0.01%	213
2021 Q1	$34.5K	Buy	+207	New	+$33.5K	0.01%	213

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Brewin Dolphin Wealth Management's FRC Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its First Republic Bank (FRC) position steady in Q2 2022 at 207 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Brewin Dolphin Wealth Management first reported a position in FRC in Q1 2021 and has held it in 6 quarters since. The position peaked at $43K in Q4 2021. 724 funds tracked by Wall St. Rank hold FRC as of Q2 2022.

Brewin Dolphin Wealth Management held 207 shares of First Republic Bank worth $30K as of Q2 2022.
Brewin Dolphin Wealth Management left its First Republic Bank share count unchanged in Q2 2022.
First Republic Bank made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #224 holding.
Brewin Dolphin Wealth Management first reported a position in First Republic Bank in Q1 2021 and has held it in 6 quarters since.
Brewin Dolphin Wealth Management's First Republic Bank position peaked at $43K in Q4 2021.
724 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.