CA
FRC

Crewe Advisors’s First Republic Bank FRC Stock Holding History

Crewe 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
-150
Closed -$2.1K – 1031
2023
Q1 		$2.1K Buy
150
+105
+233% +$10.8K ﹤0.01% 717
2022
Q4 		$5.49K Sell
45
-74
-62% -$9.03K ﹤0.01% 652
2022
Q3 		$16K Buy
119
+74
+164% +$11.4K ﹤0.01% 541
2022
Q2 		$6K Sell
45
-16
-26% -$2.4K ﹤0.01% 737
2022
Q1 		$10K Hold
61
– – ﹤0.01% 360
2021
Q4 		$13K Buy
+61
New +$12.9K ﹤0.01% 306
2021
Q3 		– Sell
-6
Closed -$1K – 482
2021
Q2 		$1K Sell
6
-33
-85% -$6.06K ﹤0.01% 457
2021
Q1 		$7K Hold
39
– – ﹤0.01% 339
2020
Q4 		$6K Hold
39
– – ﹤0.01% 348
2020
Q3 		$4K Buy
+39
New +$4.33K ﹤0.01% 423

Other funds holding FRC

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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 $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

Crewe Advisors's FRC Position: Q2 2023 in Review

Crewe Advisors sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 150 shares — an estimated $2.1K sold.

Crewe Advisors first reported a position in FRC in Q3 2020 and held it in 10 quarters. The position peaked at $16K in Q3 2022. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Crewe Advisors reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 150 First Republic Bank shares in Q2 2023, an estimated $2.1K.
  • Crewe Advisors first reported a position in First Republic Bank in Q3 2020 and held it in 10 quarters.
  • Crewe Advisors's First Republic Bank position peaked at $16K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.