EIM
FRC

Essex Investment Management’s First Republic Bank FRC Stock Holding History

Essex Investment Management’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
Q1 		– Sell
-35
Closed -$4K – 488
2019
Q4 		$4K Hold
35
– – ﹤0.01% 459
2019
Q3 		$3K Hold
35
– – ﹤0.01% 453
2019
Q2 		$3K Hold
35
– – ﹤0.01% 464
2019
Q1 		$4K Hold
35
– – ﹤0.01% 465
2018
Q4 		$3K Buy
+35
New +$3.19K ﹤0.01% 462

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essex Investment Management's FRC Position: Q1 2020 in Review

Essex Investment Management sold out of First Republic Bank (FRC) in Q1 2020, closing a stake of 35 shares — an estimated $4K sold.

Essex Investment Management first reported a position in FRC in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 543 funds tracked by Wall St. Rank hold FRC as of Q1 2020.

  • Essex Investment Management reported no remaining First Republic Bank position as of Q1 2020 after selling out during the quarter.
  • Essex Investment Management sold 35 First Republic Bank shares in Q1 2020, an estimated $4K.
  • Essex Investment Management first reported a position in First Republic Bank in Q4 2018 and held it in 5 quarters.
  • Essex Investment Management's First Republic Bank position peaked at $4K in Q4 2019.
  • 543 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2020.

Based on Essex Investment Management's 13F filing for Q1 2020, filed 4 May 2020.