GLLW
FRC

Graves Light Lenhart Wealth’s First Republic Bank FRC Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-45
Closed -$6K – 636
2022
Q2 		$6K Hold
45
– – ﹤0.01% 531
2022
Q1 		$7K Hold
45
– – ﹤0.01% 575
2021
Q4 		$9K Hold
45
– – ﹤0.01% 619
2021
Q3 		$9K Hold
45
– – ﹤0.01% 578
2021
Q2 		$8K Hold
45
– – ﹤0.01% 590
2021
Q1 		$8K Hold
45
– – ﹤0.01% 605
2020
Q4 		$7K Buy
+45
New +$5.86K ﹤0.01% 597

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 $20.5B AUM 26.83% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Graves Light Lenhart Wealth's FRC Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of First Republic Bank (FRC) in Q3 2022, closing a stake of 45 shares — an estimated $6K sold.

Graves Light Lenhart Wealth first reported a position in FRC in Q4 2020 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 727 funds tracked by Wall St. Rank hold FRC as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining First Republic Bank position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 45 First Republic Bank shares in Q3 2022, an estimated $6K.
  • Graves Light Lenhart Wealth first reported a position in First Republic Bank in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's First Republic Bank position peaked at $9K in Q4 2021.
  • 727 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.