FFA
FRC

Founders Financial Alliance’s First Republic Bank FRC Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-175
Closed -$19K – 1336
2020
Q3 		$19K Buy
+175
New +$19.4K 0.01% 599

Other funds holding FRC

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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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Founders Financial Alliance's FRC Position: Q4 2020 in Review

Founders Financial Alliance sold out of First Republic Bank (FRC) in Q4 2020, closing a stake of 175 shares — an estimated $19K sold.

Founders Financial Alliance first reported a position in FRC in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 635 funds tracked by Wall St. Rank hold FRC as of Q4 2020.

  • Founders Financial Alliance reported no remaining First Republic Bank position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 175 First Republic Bank shares in Q4 2020, an estimated $19K.
  • Founders Financial Alliance first reported a position in First Republic Bank in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's First Republic Bank position peaked at $19K in Q3 2020.
  • 635 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.