CHA
FRC

Carmichael Hill & Associates’s First Republic Bank FRC Stock Holding History

Carmichael Hill & Associates’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
2021
Q4 		– Sell
-117
Closed -$23K – 847
2021
Q3 		$23K Hold
117
– – 0.01% 497
2021
Q2 		$22K Hold
117
– – 0.01% 507
2021
Q1 		$20K Hold
117
– – 0.01% 500
2020
Q4 		$17K Hold
117
– – 0.01% 499
2020
Q3 		$13K Buy
+117
New +$13K 0.01% 499

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmichael Hill & Associates's FRC Position: Q4 2021 in Review

Carmichael Hill & Associates sold out of First Republic Bank (FRC) in Q4 2021, closing a stake of 117 shares — an estimated $23K sold.

Carmichael Hill & Associates first reported a position in FRC in Q3 2020 and held it in 5 quarters. The position peaked at $23K in Q3 2021. 759 funds tracked by Wall St. Rank hold FRC as of Q4 2021.

  • Carmichael Hill & Associates reported no remaining First Republic Bank position as of Q4 2021 after selling out during the quarter.
  • Carmichael Hill & Associates sold 117 First Republic Bank shares in Q4 2021, an estimated $23K.
  • Carmichael Hill & Associates first reported a position in First Republic Bank in Q3 2020 and held it in 5 quarters.
  • Carmichael Hill & Associates's First Republic Bank position peaked at $23K in Q3 2021.
  • 759 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2021.

Based on Carmichael Hill & Associates's 13F filing for Q4 2021, filed 31 Jan 2022.