HGERS
FRC

Householder Group Estate & Retirement Specialist’s First Republic Bank FRC Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$5K Buy
346
+215
+164% +$22K ﹤0.01% 977
2022
Q4 		$15K Buy
131
+76
+138% +$9.28K 0.02% 195
2022
Q3 		$7K Buy
+55
New +$8.45K ﹤0.01% 827

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

Householder Group Estate & Retirement Specialist's FRC Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist increased its First Republic Bank (FRC) stake by 164% in Q1 2023, buying an estimated $22K and bringing the position to 346 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Householder Group Estate & Retirement Specialist first reported a position in FRC in Q3 2022 and has held it in 3 quarters since. The position peaked at $15K in Q4 2022. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 346 shares of First Republic Bank worth $5K as of Q1 2023.
  • Householder Group Estate & Retirement Specialist bought 215 First Republic Bank shares in Q1 2023, an estimated $22K.
  • First Republic Bank made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #977 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in First Republic Bank in Q3 2022 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's First Republic Bank position peaked at $15K in Q4 2022.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.