IA
FRC

IFP Advisors’s First Republic Bank FRC Stock Holding History

IFP Advisors’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
Q3 		– Sell
-295
Closed -$163 – 3622
2023
Q2 		$163 Buy
295
+269
+1,035% +$3.29K ﹤0.01% 3330
2023
Q1 		$2.64K Sell
26
-118
-82% -$12.1K ﹤0.01% 2805
2022
Q4 		$22K Sell
144
-221
-61% -$27K ﹤0.01% 2832
2022
Q3 		$46K Buy
365
+31
+9% +$4.76K ﹤0.01% 2439
2022
Q2 		$43K Hold
334
– – ﹤0.01% 2275
2022
Q1 		$43K Buy
334
+178
+114% +$31.1K ﹤0.01% 2275
2021
Q4 		$32K Buy
156
+6
+4% +$1.27K ﹤0.01% 1744
2021
Q3 		$30K Buy
150
+29
+24% +$5.71K ﹤0.01% 1807
2021
Q2 		$23K Sell
121
-28
-19% -$5.14K ﹤0.01% 1883
2021
Q1 		$29K Sell
149
-26
-15% -$4.21K ﹤0.01% 1691
2020
Q4 		$24K Buy
175
+74
+73% +$9.63K ﹤0.01% 1738
2020
Q3 		$10K Hold
101
– – ﹤0.01% 1919
2020
Q2 		$10K Sell
101
-11
-10% -$1.13K ﹤0.01% 1840
2020
Q1 		$9K Sell
112
-30
-21% -$3.18K ﹤0.01% 1842
2019
Q4 		$17K Hold
142
– – ﹤0.01% 1706
2019
Q3 		$13K Buy
+142
New +$13.5K ﹤0.01% 1961
2019
Q1 		– Sell
-392
Closed -$34K – 3622
2018
Q4 		$34K Buy
392
+70
+22% +$6.39K ﹤0.01% 1835
2018
Q3 		$31K Sell
322
-61
-16% -$6.14K ﹤0.01% 2194
2018
Q2 		$37K Sell
383
-66
-15% -$6.38K ﹤0.01% 2100
2018
Q1 		$39K Hold
449
– – ﹤0.01% 1969
2017
Q4 		$39K Buy
449
+92
+26% +$8.72K ﹤0.01% 1990
2017
Q3 		$37K Sell
357
-163
-31% -$16.2K ﹤0.01% 2191
2017
Q2 		$52K Sell
520
-1,102
-68% -$104K ﹤0.01% 1947
2017
Q1 		$152K Sell
1,622
-269
-14% -$25.3K 0.01% 1263
2016
Q4 		$174K Buy
1,891
+215
+13% +$17.6K 0.01% 1123
2016
Q3 		$129K Sell
1,676
-5
-0.3% -$368 0.01% 1224
2016
Q2 		$118K Buy
+1,681
New +$116K 0.01% 1238
2016
Q1 		– Sell
-1,734
Closed -$115K – 3612
2015
Q4 		$115K Buy
+1,734
New +$115K 0.01% 1106

Other funds holding FRC

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

IFP Advisors's FRC Position: Q3 2023 in Review

IFP Advisors sold out of First Republic Bank (FRC) in Q3 2023, closing a stake of 295 shares — an estimated $163 sold.

IFP Advisors first reported a position in FRC in Q4 2015 and held it in 28 quarters. The position peaked at $174K in Q4 2016. 44 funds tracked by Wall St. Rank hold FRC as of Q3 2023.

  • IFP Advisors reported no remaining First Republic Bank position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 295 First Republic Bank shares in Q3 2023, an estimated $163.
  • IFP Advisors first reported a position in First Republic Bank in Q4 2015 and held it in 28 quarters.
  • IFP Advisors's First Republic Bank position peaked at $174K in Q4 2016.
  • 44 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.