CAS
FRC

Coppell Advisory Solutions’s First Republic Bank FRC Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-1,564
Closed -$191K – 1923
2023
Q3 		$191K Buy
+1,564
New +$191K 0.07% 163
2023
Q1 		– Sell
-1,564
Closed -$191K – 1198
2022
Q4 		$191K Buy
+1,564
New +$191K 0.06% 168

Other funds holding FRC

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Coppell Advisory Solutions's FRC Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of First Republic Bank (FRC) in Q4 2023, closing a stake of 1,564 shares — an estimated $191K sold.

Coppell Advisory Solutions first reported a position in FRC in Q4 2022 and held it in 2 quarters. The position peaked at $191K in Q3 2023. 37 funds tracked by Wall St. Rank hold FRC as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining First Republic Bank position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,564 First Republic Bank shares in Q4 2023, an estimated $191K.
  • Coppell Advisory Solutions first reported a position in First Republic Bank in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's First Republic Bank position peaked at $191K in Q3 2023.
  • 37 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.