EWP
FRC

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

Elevation 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
Q2 		– Sell
-653
Closed -$9.14K – 376
2023
Q1 		$9.14K Buy
+653
New +$66.9K 0.01% 266

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

Elevation Wealth Partners's FRC Position: Q2 2023 in Review

Elevation Wealth Partners sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 653 shares — an estimated $9.14K sold.

Elevation Wealth Partners first reported a position in FRC in Q1 2023 and held it in 1 quarter. The position peaked at $9.14K in Q1 2023. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Elevation Wealth Partners reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 653 First Republic Bank shares in Q2 2023, an estimated $9.14K.
  • Elevation Wealth Partners first reported a position in First Republic Bank in Q1 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's First Republic Bank position peaked at $9.14K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Elevation Wealth Partners's 13F filing for Q2 2023, filed 6 Jul 2023.