Creative Financial Designs’s First Republic Bank FRC Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-310	Closed	-$4	–	1866
2024 Q3	$4	Hold	310	–	–	﹤0.01%	1677
2024 Q2	$6	Hold	310	–	–	﹤0.01%	1637
2024 Q1	$12	Hold	310	–	–	﹤0.01%	1656
2023 Q4	$13	Buy	310 +60	+24%	+$3	﹤0.01%	1597
2023 Q3	$18	Hold	250	–	–	﹤0.01%	1495
2023 Q2	$138	Buy	+250	New	+$3.06K	﹤0.01%	1449

Other funds holding FRC

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Creative Financial Designs's FRC Position: Q4 2024 in Review

Creative Financial Designs sold out of First Republic Bank (FRC) in Q4 2024, closing a stake of 310 shares — an estimated $4 sold.

Creative Financial Designs first reported a position in FRC in Q2 2023 and held it in 6 quarters. The position peaked at $138 in Q2 2023. 15 funds tracked by Wall St. Rank hold FRC as of Q4 2024.

Creative Financial Designs reported no remaining First Republic Bank position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 310 First Republic Bank shares in Q4 2024, an estimated $4.
Creative Financial Designs first reported a position in First Republic Bank in Q2 2023 and held it in 6 quarters.
Creative Financial Designs's First Republic Bank position peaked at $138 in Q2 2023.
15 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.