CBA
FRC

Coastal Bridge Advisors’s First Republic Bank FRC Stock Holding History

Coastal Bridge Advisors’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
Q2 		– Sell
-30,862
Closed -$432K – 188
2023
Q1 		$432K Buy
+30,862
New +$3.16M 0.11% 95

Other funds holding FRC

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $12.6B AUM 41.69% 1-Year Est. Return

Coastal Bridge Advisors's FRC Position: Q2 2023 in Review

Coastal Bridge Advisors sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 30,862 shares — an estimated $432K sold.

Coastal Bridge Advisors first reported a position in FRC in Q1 2023 and held it in 1 quarter. The position peaked at $432K in Q1 2023. 90 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Coastal Bridge Advisors reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Coastal Bridge Advisors sold 30,862 First Republic Bank shares in Q2 2023, an estimated $432K.
  • Coastal Bridge Advisors first reported a position in First Republic Bank in Q1 2023 and held it in 1 quarter.
  • Coastal Bridge Advisors's First Republic Bank position peaked at $432K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Coastal Bridge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.