First Personal Financial Services’s First Republic Bank FRC Stock Holding History

First Personal Financial Services’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	-9	Closed	-$1K	–	548
2019 Q4	$1K	Sell	9 -314	-97%	-$33.9K	﹤0.01%	516
2019 Q3	$31K	Sell	323 -1	-0.3%	-$95	0.01%	293
2019 Q2	$32K	Sell	324 -183	-36%	-$18.4K	0.01%	350
2019 Q1	$51K	Buy	507 +193	+61%	+$19K	0.02%	273
2018 Q4	$27K	Buy	314 +41	+15%	+$3.74K	0.01%	340
2018 Q3	$26K	Buy	273 +122	+81%	+$12.3K	0.01%	378
2018 Q2	$15K	Buy	151 +111	+278%	+$10.7K	0.01%	445
2018 Q1	$4K	Buy	+40	New	+$3.69K	﹤0.01%	950

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Personal Financial Services's FRC Position: Q1 2020 in Review

First Personal Financial Services sold out of First Republic Bank (FRC) in Q1 2020, closing a stake of 9 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in FRC in Q1 2018 and held it in 8 quarters. The position peaked at $51K in Q1 2019. 543 funds tracked by Wall St. Rank hold FRC as of Q1 2020.

First Personal Financial Services reported no remaining First Republic Bank position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 9 First Republic Bank shares in Q1 2020, an estimated $1K.
First Personal Financial Services first reported a position in First Republic Bank in Q1 2018 and held it in 8 quarters.
First Personal Financial Services's First Republic Bank position peaked at $51K in Q1 2019.
543 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.