EWP
FRC

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

Engrave 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
2020
Q3 		– Sell
-31
Closed -$3K – 452
2020
Q2 		$3K Sell
31
-19
-38% -$1.95K ﹤0.01% 374
2020
Q1 		$4K Sell
50
-92
-65% -$9.74K ﹤0.01% 304
2019
Q4 		$16K Buy
+142
New +$15.3K 0.02% 253

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Engrave Wealth Partners's FRC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of First Republic Bank (FRC) in Q3 2020, closing a stake of 31 shares — an estimated $3K sold.

Engrave Wealth Partners first reported a position in FRC in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 566 funds tracked by Wall St. Rank hold FRC as of Q3 2020.

  • Engrave Wealth Partners reported no remaining First Republic Bank position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 31 First Republic Bank shares in Q3 2020, an estimated $3K.
  • Engrave Wealth Partners first reported a position in First Republic Bank in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's First Republic Bank position peaked at $16K in Q4 2019.
  • 566 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.