CWP
FRC

Concord Wealth Partners’s First Republic Bank FRC Stock Holding History

Concord Wealth 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
Q1 		– Sell
-27
Closed -$3.29K – 1265
2022
Q4 		$3.29K Buy
+27
New +$3.29K ﹤0.01% 848
2022
Q3 		– Sell
-55
Closed -$8K – 1257
2022
Q2 		$8K Buy
55
+20
+57% +$3K ﹤0.01% 743
2022
Q1 		$6K Hold
35
– – ﹤0.01% 888
2021
Q4 		$7K Buy
35
+26
+289% +$5.48K ﹤0.01% 887
2021
Q3 		$2K Sell
9
-34
-79% -$6.69K ﹤0.01% 792
2021
Q2 		$8K Hold
43
– – ﹤0.01% 674
2021
Q1 		$7K Buy
+43
New +$6.96K ﹤0.01% 639

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

Concord Wealth Partners's FRC Position: Q1 2023 in Review

Concord Wealth Partners sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 27 shares — an estimated $3.29K sold.

Concord Wealth Partners first reported a position in FRC in Q1 2021 and held it in 7 quarters. The position peaked at $8K in Q2 2022. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • Concord Wealth Partners reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 27 First Republic Bank shares in Q1 2023, an estimated $3.29K.
  • Concord Wealth Partners first reported a position in First Republic Bank in Q1 2021 and held it in 7 quarters.
  • Concord Wealth Partners's First Republic Bank position peaked at $8K in Q2 2022.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.