CPG
FRC

Cornerstone Planning Group’s First Republic Bank FRC Stock Holding History

Cornerstone Planning 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
2024
Q3 		– Sell
-15
Closed -$1 – 1390
2024
Q2 		$1 Hold
15
– – ﹤0.01% 1259
2024
Q1 		$1 Hold
15
– – ﹤0.01% 1106
2023
Q4 		$1 Hold
15
– – ﹤0.01% 965
2023
Q3 		$1 Hold
15
– – ﹤0.01% 1212
2023
Q2 		$8 Buy
+15
New +$183 ﹤0.01% 1568
2022
Q4 		$1.97K Buy
+15
New +$1.83K ﹤0.01% 1186

Other funds holding FRC

PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 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 $343M AUM 17.55% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Cornerstone Planning Group's FRC Position: Q3 2024 in Review

Cornerstone Planning Group sold out of First Republic Bank (FRC) in Q3 2024, closing a stake of 15 shares — an estimated $1 sold.

Cornerstone Planning Group first reported a position in FRC in Q4 2022 and held it in 6 quarters. The position peaked at $1.97K in Q4 2022. 22 funds tracked by Wall St. Rank hold FRC as of Q3 2024.

  • Cornerstone Planning Group reported no remaining First Republic Bank position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 First Republic Bank shares in Q3 2024, an estimated $1.
  • Cornerstone Planning Group first reported a position in First Republic Bank in Q4 2022 and held it in 6 quarters.
  • Cornerstone Planning Group's First Republic Bank position peaked at $1.97K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.