CIBC Private Wealth Group
FRC

CIBC Private Wealth Group’s First Republic Bank FRC Stock Holding History

CIBC Private Wealth Group’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
Q1 		– Sell
-11,052
Closed -$1.35K – 949
2022
Q4 		$1.35K Buy
11,052
+1,333
+14% +$163K ﹤0.01% 765
2022
Q3 		$1.27M Buy
9,719
+218
+2% +$33.5K ﹤0.01% 549
2022
Q2 		$1.37M Sell
9,501
-463
-5% -$69.4K ﹤0.01% 553
2022
Q1 		$1.62M Sell
9,964
-94
-0.9% -$16.4K ﹤0.01% 562
2021
Q4 		$2.08M Sell
10,058
-77
-0.8% -$16.2K ﹤0.01% 520
2021
Q3 		$1.96M Sell
10,135
-552
-5% -$109K ﹤0.01% 506
2021
Q2 		$2M Sell
10,687
-567
-5% -$104K ﹤0.01% 531
2021
Q1 		$1.88M Sell
11,254
-176
-2% -$28.5K ﹤0.01% 545
2020
Q4 		$1.68M Sell
11,430
-112
-1% -$14.6K ﹤0.01% 539
2020
Q3 		$1.26M Sell
11,542
-6,840
-37% -$759K ﹤0.01% 522
2020
Q2 		$1.95M Sell
18,382
-11,781
-39% -$1.21M 0.01% 383
2020
Q1 		$2.48M Sell
30,163
-5,878
-16% -$622K 0.01% 380
2019
Q4 		$4.23M Sell
36,041
-222
-0.6% -$24K 0.01% 370
2019
Q3 		$3.51M Sell
36,263
-236
-0.6% -$22.4K 0.01% 386
2019
Q2 		$3.56M Sell
36,499
-3,274
-8% -$330K 0.01% 395
2019
Q1 		$4M Buy
39,773
+333
+0.8% +$32.8K 0.02% 373
2018
Q4 		$3.43M Sell
39,440
-629
-2% -$57.4K 0.02% 381
2018
Q3 		$3.85M Sell
40,069
-782
-2% -$78.7K 0.01% 398
2018
Q2 		$3.95M Buy
40,851
+21,740
+114% +$2.1M 0.02% 389
2018
Q1 		$1.77M Sell
19,111
-354,540
-95% -$32.7M 0.01% 519
2017
Q4 		$32.4M Sell
373,651
-58,167
-13% -$5.51M 0.14% 164
2017
Q3 		$45.1M Buy
+431,818
New +$42.9M 0.21% 135

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group's FRC Position: Q1 2023 in Review

CIBC Private Wealth Group sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 11,052 shares — an estimated $1.35K sold.

CIBC Private Wealth Group first reported a position in FRC in Q3 2017 and held it in 22 quarters. The position peaked at $45.1M in Q3 2017. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • CIBC Private Wealth Group reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • CIBC Private Wealth Group sold 11,052 First Republic Bank shares in Q1 2023, an estimated $1.35K.
  • CIBC Private Wealth Group first reported a position in First Republic Bank in Q3 2017 and held it in 22 quarters.
  • CIBC Private Wealth Group's First Republic Bank position peaked at $45.1M in Q3 2017.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on CIBC Private Wealth Group's 13F filing for Q1 2023, filed 12 May 2023.