CSC
FRC

Caldwell Sutter Capital’s First Republic Bank FRC Stock Holding History

Caldwell Sutter Capital’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
2024
Q4 		– Sell
-728
Closed -$9 – 928
2024
Q3 		$9 Sell
728
-500
-41% -$6 ﹤0.01% 899
2024
Q2 		$25 Hold
1,228
– – ﹤0.01% 907
2024
Q1 		$47 Hold
1,228
– – ﹤0.01% 902
2023
Q4 		$50 Hold
1,228
– – ﹤0.01% 939
2023
Q3 		$88 Hold
1,228
– – ﹤0.01% 867
2023
Q2 		$675 Sell
1,228
-1,572
-56% -$19.2K ﹤0.01% 818
2023
Q1 		$39.2K Buy
+2,800
New +$287K 0.03% 268

Other funds holding FRC

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return