GM Advisory Group’s First Republic Bank FRC Stock Holding History

GM Advisory Group’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 Q2	–	Sell	-15,390	Closed	-$1.27M	–	190
2020 Q1	$1.27M	Buy	+15,390	New	+$1.63M	0.34%	43

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

GM Advisory Group's FRC Position: Q2 2020 in Review

GM Advisory Group sold out of First Republic Bank (FRC) in Q2 2020, closing a stake of 15,390 shares — an estimated $1.27M sold.

GM Advisory Group first reported a position in FRC in Q1 2020 and held it in 1 quarter. The position peaked at $1.27M in Q1 2020. 580 funds tracked by Wall St. Rank hold FRC as of Q2 2020.

GM Advisory Group reported no remaining First Republic Bank position as of Q2 2020 after selling out during the quarter.
GM Advisory Group sold 15,390 First Republic Bank shares in Q2 2020, an estimated $1.27M.
GM Advisory Group first reported a position in First Republic Bank in Q1 2020 and held it in 1 quarter.
GM Advisory Group's First Republic Bank position peaked at $1.27M in Q1 2020.
580 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2020.

Based on GM Advisory Group's 13F filing for Q2 2020, filed 13 Aug 2020.