Glass Jacobson Investment Advisors’s First Republic Bank FRC Stock Holding History

Glass Jacobson Investment 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 Q4	$1.71K	Buy	+14	New	+$1.71K	﹤0.01%	678

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

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

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glass Jacobson Investment Advisors's FRC Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in First Republic Bank (FRC) in Q4 2022: 14 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings.

725 funds tracked by Wall St. Rank hold FRC as of Q4 2022.

Glass Jacobson Investment Advisors held 14 shares of First Republic Bank worth $1.71K as of Q4 2022.
First Republic Bank was a new Glass Jacobson Investment Advisors position in Q4 2022.
First Republic Bank made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #678 holding.
725 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.