EWA
FRC

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

EverSource Wealth 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
2024
Q4 		– Sell
-86
Closed -$1 – 3845
2024
Q3 		$1 Hold
86
– – ﹤0.01% 3033
2024
Q2 		$1 Buy
86
+71
+473% +$1 ﹤0.01% 3061
2024
Q1 		$1 Hold
15
– – ﹤0.01% 2895
2023
Q4 		$1 Hold
15
– – ﹤0.01% 2634
2023
Q3 		$1 Hold
15
– – ﹤0.01% 2492
2023
Q2 		$8 Sell
15
-79
-84% -$965 ﹤0.01% 2484
2023
Q1 		$1.31K Sell
94
-108
-53% -$11.1K ﹤0.01% 2054
2022
Q4 		$24.6K Buy
202
+46
+29% +$5.61K ﹤0.01% 999
2022
Q3 		$20K Sell
156
-15
-9% -$2.3K ﹤0.01% 916
2022
Q2 		$24K Sell
171
-225
-57% -$33.7K 0.01% 789
2022
Q1 		$64K Sell
396
-19
-5% -$3.31K 0.02% 428
2021
Q4 		$86K Buy
+415
New +$87.5K 0.02% 327

Other funds holding FRC

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

EverSource Wealth Advisors's FRC Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of First Republic Bank (FRC) in Q4 2024, closing a stake of 86 shares — an estimated $1 sold.

EverSource Wealth Advisors first reported a position in FRC in Q4 2021 and held it in 12 quarters. The position peaked at $86K in Q4 2021. 15 funds tracked by Wall St. Rank hold FRC as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining First Republic Bank position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 86 First Republic Bank shares in Q4 2024, an estimated $1.
  • EverSource Wealth Advisors first reported a position in First Republic Bank in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's First Republic Bank position peaked at $86K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.