GKWIM
FRC

Gerber Kawasaki Wealth & Investment Management’s First Republic Bank FRC Stock Holding History

Gerber Kawasaki Wealth & 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
2023
Q1 		– Sell
-7,895
Closed -$962K – 273
2022
Q4 		$962K Sell
7,895
-155
-2% -$18.9K 0.09% 125
2022
Q3 		$1.05M Buy
8,050
+12
+0.1% +$1.84K 0.1% 113
2022
Q2 		$1.16M Buy
8,038
+88
+1% +$13.2K 0.11% 105
2022
Q1 		$1.29M Sell
7,950
-171
-2% -$29.8K 0.11% 97
2021
Q4 		$1.68M Buy
8,121
+425
+6% +$89.6K 0.13% 88
2021
Q3 		$1.48M Buy
7,696
+21
+0.3% +$4.13K 0.19% 59
2021
Q2 		$1.44M Sell
7,675
-150
-2% -$27.6K 0.15% 87
2021
Q1 		$1.3M Sell
7,825
-468
-6% -$75.8K 0.16% 85
2020
Q4 		$1.22M Sell
8,293
-227
-3% -$29.6K 0.17% 74
2020
Q3 		$929K Sell
8,520
-560
-6% -$62.2K 0.2% 62
2020
Q2 		$962K Sell
9,080
-13,049
-59% -$1.34M 0.21% 67
2020
Q1 		$1.82M Sell
22,129
-2,863
-11% -$303K 0.52% 45
2019
Q4 		$2.93M Sell
24,992
-2,787
-10% -$301K 0.74% 33
2019
Q3 		$2.69M Sell
27,779
-5,324
-16% -$505K 0.77% 33
2019
Q2 		$3.23M Sell
33,103
-5,778
-15% -$582K 0.94% 29
2019
Q1 		$3.9M Sell
38,881
-5,216
-12% -$514K 1.16% 29
2018
Q4 		$3.83M Sell
44,097
-13,300
-23% -$1.21M 1.35% 27
2018
Q3 		$5.44M Buy
57,397
+2,318
+4% +$233K 1.48% 23
2018
Q2 		$5.4M Sell
55,079
-461
-0.8% -$44.5K 1.62% 24
2018
Q1 		$5.14M Buy
55,540
+677
+1% +$62.4K 1.66% 20
2017
Q4 		$4.75M Sell
54,863
-1,228
-2% -$116K 1.64% 19
2017
Q3 		$5.87M Sell
56,091
-1,938
-3% -$192K 2.14% 15
2017
Q2 		$6M Buy
58,029
+430
+0.7% +$40.6K 2.28% 14
2017
Q1 		$5.29M Buy
57,599
+3,112
+6% +$293K 2.27% 13
2016
Q4 		$5.02M Buy
54,487
+20,219
+59% +$1.65M 2.65% 11
2016
Q3 		$2.64M Buy
+34,268
New +$2.52M 1.53% 22

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FRC Position: Q1 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 7,895 shares — an estimated $962K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FRC in Q3 2016 and held it in 26 quarters. The position peaked at $6M in Q2 2017. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 7,895 First Republic Bank shares in Q1 2023, an estimated $962K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in First Republic Bank in Q3 2016 and held it in 26 quarters.
  • Gerber Kawasaki Wealth & Investment Management's First Republic Bank position peaked at $6M in Q2 2017.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2023, filed 15 May 2023.