GRP
FRC

Global Retirement Partners’s First Republic Bank FRC Stock Holding History

Global Retirement Partners’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
Q2 		– Sell
-18,074
Closed -$6.03K – 3282
2023
Q1 		$6.03K Buy
18,074
+18,039
+51,540% +$1.85M ﹤0.01% 2103
2022
Q4 		$4.3K Sell
35
-9
-20% -$1.1K ﹤0.01% 2079
2022
Q3 		$5K Sell
44
-16
-27% -$2.46K ﹤0.01% 1967
2022
Q2 		$9K Sell
60
-8
-12% -$1.2K ﹤0.01% 1704
2022
Q1 		$10K Buy
+68
New +$11.9K ﹤0.01% 1642
2021
Q4 		– Sell
-4
Closed -$1K – 1963
2021
Q3 		$1K Buy
4
+1
+33% +$197 ﹤0.01% 1965
2021
Q2 		$1K Buy
+3
New +$551 ﹤0.01% 1848
2021
Q1 		– Sell
-65
Closed -$10K – 1934
2020
Q4 		$10K Hold
65
– – ﹤0.01% 1278
2020
Q3 		$7K Hold
65
– – ﹤0.01% 1263
2020
Q2 		$7K Hold
65
– – ﹤0.01% 1225
2020
Q1 		$5K Hold
65
– – ﹤0.01% 1257
2019
Q4 		$8K Hold
65
– – ﹤0.01% 1215
2019
Q3 		$6K Hold
65
– – ﹤0.01% 1277
2019
Q2 		$6K Sell
65
-68
-51% -$6.85K ﹤0.01% 1261
2019
Q1 		$13K Hold
133
– – ﹤0.01% 992
2018
Q4 		$12K Hold
133
– – ﹤0.01% 922
2018
Q3 		$13K Sell
133
-35
-21% -$3.52K ﹤0.01% 970
2018
Q2 		$16K Hold
168
– – ﹤0.01% 878
2018
Q1 		$16K Sell
168
-27
-14% -$2.49K ﹤0.01% 839
2017
Q4 		$17K Buy
195
+37
+23% +$3.51K ﹤0.01% 770
2017
Q3 		$17K Sell
158
-5
-3% -$497 0.01% 696
2017
Q2 		$16K Buy
163
+65
+66% +$6.14K 0.01% 667
2017
Q1 		$9K Hold
98
– – 0.01% 789
2016
Q4 		$9K Buy
+98
New +$8K 0.01% 729

Other funds holding FRC

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

Global Retirement Partners's FRC Position: Q2 2023 in Review

Global Retirement Partners sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 18,074 shares — an estimated $6.03K sold.

Global Retirement Partners first reported a position in FRC in Q4 2016 and held it in 24 quarters. The position peaked at $17K in Q4 2017. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Global Retirement Partners reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Global Retirement Partners sold 18,074 First Republic Bank shares in Q2 2023, an estimated $6.03K.
  • Global Retirement Partners first reported a position in First Republic Bank in Q4 2016 and held it in 24 quarters.
  • Global Retirement Partners's First Republic Bank position peaked at $17K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Global Retirement Partners's 13F filing for Q2 2023, filed 20 Jul 2023.