FRA
FRC

Frank Rimerman Advisors’s First Republic Bank FRC Stock Holding History

Frank Rimerman 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
2022
Q2 		– Sell
-4,797
Closed -$778K – 131
2022
Q1 		$778K Hold
4,797
– – 0.25% 51
2021
Q4 		$991K Buy
4,797
+624
+15% +$132K 0.33% 44
2021
Q3 		$805K Buy
+4,173
New +$821K 0.31% 42

Other funds holding FRC

Vanguard Group
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Frank Rimerman Advisors's FRC Position: Q2 2022 in Review

Frank Rimerman Advisors sold out of First Republic Bank (FRC) in Q2 2022, closing a stake of 4,797 shares — an estimated $778K sold.

Frank Rimerman Advisors first reported a position in FRC in Q3 2021 and held it in 3 quarters. The position peaked at $991K in Q4 2021. 724 funds tracked by Wall St. Rank hold FRC as of Q2 2022.

  • Frank Rimerman Advisors reported no remaining First Republic Bank position as of Q2 2022 after selling out during the quarter.
  • Frank Rimerman Advisors sold 4,797 First Republic Bank shares in Q2 2022, an estimated $778K.
  • Frank Rimerman Advisors first reported a position in First Republic Bank in Q3 2021 and held it in 3 quarters.
  • Frank Rimerman Advisors's First Republic Bank position peaked at $991K in Q4 2021.
  • 724 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2022.

Based on Frank Rimerman Advisors's 13F filing for Q2 2022, filed 7 Sep 2023.