IGWM
FRC

ICA Group Wealth Management’s First Republic Bank FRC Stock Holding History

ICA Group Wealth Management’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
-100
Closed -$1.4K – 1434
2023
Q1 		$1.4K Buy
+100
New +$10.2K ﹤0.01% 1121
2022
Q2 		– Sell
-1,500
Closed -$232K – 401
2022
Q1 		$232K Buy
+1,500
New +$262K 0.04% 328

Other funds holding FRC

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Rathbones Group
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $12.6B AUM 41.69% 1-Year Est. Return

ICA Group Wealth Management's FRC Position: Q2 2023 in Review

ICA Group Wealth Management sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 100 shares — an estimated $1.4K sold.

ICA Group Wealth Management first reported a position in FRC in Q1 2022 and held it in 2 quarters. The position peaked at $232K in Q1 2022. 90 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • ICA Group Wealth Management reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 100 First Republic Bank shares in Q2 2023, an estimated $1.4K.
  • ICA Group Wealth Management first reported a position in First Republic Bank in Q1 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's First Republic Bank position peaked at $232K in Q1 2022.
  • 90 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.