EP Wealth Advisors’s First Republic Bank FRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,496
Closed -$216K 668
2022
Q2
$216K Buy
+1,496
New +$216K ﹤0.01% 556