CCP
FRC

Carmel Capital Partners’s First Republic Bank FRC Stock Holding History

Carmel Capital Partners’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
Q3 		– Sell
-385
Closed -$212 – 780
2023
Q2 		$212 Buy
385
+298
+343% +$3.64K ﹤0.01% 412
2023
Q1 		$1.22K Buy
+87
New +$8.92K ﹤0.01% 432

Other funds holding FRC

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Johnson Investment Counsel
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

Carmel Capital Partners's FRC Position: Q3 2023 in Review

Carmel Capital Partners sold out of First Republic Bank (FRC) in Q3 2023, closing a stake of 385 shares — an estimated $212 sold.

Carmel Capital Partners first reported a position in FRC in Q1 2023 and held it in 2 quarters. The position peaked at $1.22K in Q1 2023. 43 funds tracked by Wall St. Rank hold FRC as of Q3 2023.

  • Carmel Capital Partners reported no remaining First Republic Bank position as of Q3 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 385 First Republic Bank shares in Q3 2023, an estimated $212.
  • Carmel Capital Partners first reported a position in First Republic Bank in Q1 2023 and held it in 2 quarters.
  • Carmel Capital Partners's First Republic Bank position peaked at $1.22K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2023.

Based on Carmel Capital Partners's 13F filing for Q3 2023, filed 27 Oct 2023.