CAN
FRC

Claraphi Advisory Network’s First Republic Bank FRC Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-1,271
Closed -$105K – 1267
2020
Q1 		$105K Buy
+1,271
New +$135K 0.05% 323
2018
Q4 		– Sell
-2,149
Closed -$206K – 286
2018
Q3 		$206K Buy
+2,149
New +$216K 0.12% 231

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Claraphi Advisory Network's FRC Position: Q2 2020 in Review

Claraphi Advisory Network sold out of First Republic Bank (FRC) in Q2 2020, closing a stake of 1,271 shares — an estimated $105K sold.

Claraphi Advisory Network first reported a position in FRC in Q3 2018 and held it in 2 quarters. The position peaked at $206K in Q3 2018. 580 funds tracked by Wall St. Rank hold FRC as of Q2 2020.

  • Claraphi Advisory Network reported no remaining First Republic Bank position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 1,271 First Republic Bank shares in Q2 2020, an estimated $105K.
  • Claraphi Advisory Network first reported a position in First Republic Bank in Q3 2018 and held it in 2 quarters.
  • Claraphi Advisory Network's First Republic Bank position peaked at $206K in Q3 2018.
  • 580 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.