IWS
FRC

Insight Wealth Strategies’s First Republic Bank FRC Stock Holding History

Insight Wealth Strategies’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
2019
Q3 		– Sell
-4,185
Closed -$409K – 197
2019
Q2 		$409K Buy
+4,185
New +$421K 0.1% 118

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Insight Wealth Strategies's FRC Position: Q3 2019 in Review

Insight Wealth Strategies sold out of First Republic Bank (FRC) in Q3 2019, closing a stake of 4,185 shares — an estimated $409K sold.

Insight Wealth Strategies first reported a position in FRC in Q2 2019 and held it in 1 quarter. The position peaked at $409K in Q2 2019. 507 funds tracked by Wall St. Rank hold FRC as of Q3 2019.

  • Insight Wealth Strategies reported no remaining First Republic Bank position as of Q3 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,185 First Republic Bank shares in Q3 2019, an estimated $409K.
  • Insight Wealth Strategies first reported a position in First Republic Bank in Q2 2019 and held it in 1 quarter.
  • Insight Wealth Strategies's First Republic Bank position peaked at $409K in Q2 2019.
  • 507 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2019.

Based on Insight Wealth Strategies's 13F filing for Q3 2019, filed 6 Nov 2019.