IA
FRC

IndexIQ Advisors’s First Republic Bank FRC Stock Holding History

IndexIQ 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
2022
Q1 		$3.71M Buy
22,917
+19,934
+668% +$3.48M 0.13% 162
2021
Q4 		$616K Sell
2,983
-53
-2% -$11.2K 0.02% 442
2021
Q3 		$586K Buy
3,036
+148
+5% +$29.1K 0.02% 456
2021
Q2 		$541K Buy
2,888
+123
+4% +$22.6K 0.02% 426
2021
Q1 		$461K Buy
2,765
+385
+16% +$62.4K 0.02% 396
2020
Q4 		$350K Buy
2,380
+1,113
+88% +$145K 0.01% 565
2020
Q3 		$138K Buy
1,267
+763
+151% +$84.7K 0.01% 874
2020
Q2 		$53K Buy
504
+446
+769% +$45.8K ﹤0.01% 922
2020
Q1 		$5K Hold
58
– – ﹤0.01% 893
2019
Q4 		$7K Buy
+58
New +$6.26K ﹤0.01% 697

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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

IndexIQ Advisors's FRC Position: Q1 2022 in Review

IndexIQ Advisors increased its First Republic Bank (FRC) stake by 668% in Q1 2022, buying an estimated $3.48M and bringing the position to 22,917 shares worth $3.71M. The position accounts for 0.13% of the portfolio, ranked #162.

IndexIQ Advisors first reported a position in FRC in Q4 2019 and has held it in 10 quarters since. 735 funds tracked by Wall St. Rank hold FRC as of Q1 2022.

  • IndexIQ Advisors held 22,917 shares of First Republic Bank worth $3.71M as of Q1 2022.
  • IndexIQ Advisors bought 19,934 First Republic Bank shares in Q1 2022, an estimated $3.48M.
  • First Republic Bank made up 0.13% of IndexIQ Advisors's portfolio in Q1 2022, its #162 holding.
  • IndexIQ Advisors first reported a position in First Republic Bank in Q4 2019 and has held it in 10 quarters since.
  • 735 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.