IAN
FRC

Integrated Advisors Network’s First Republic Bank FRC Stock Holding History

Integrated Advisors Network’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
Q4 		– Sell
-2,917
Closed -$381K – 695
2022
Q3 		$381K Buy
2,917
+443
+18% +$68K 0.03% 453
2022
Q2 		$357K Sell
2,474
-284
-10% -$42.6K 0.02% 485
2022
Q1 		$447K Sell
2,758
-26
-0.9% -$4.54K 0.03% 468
2021
Q4 		$575K Buy
2,784
+209
+8% +$44.1K 0.03% 385
2021
Q3 		$497K Buy
2,575
+63
+3% +$12.4K 0.03% 398
2021
Q2 		$470K Sell
2,512
-25
-1% -$4.59K 0.03% 371
2021
Q1 		$423K Sell
2,537
-342
-12% -$55.4K 0.04% 358
2020
Q4 		$423K Hold
2,879
– – 0.05% 315
2020
Q3 		$314K Sell
2,879
-176
-6% -$19.5K 0.04% 337
2020
Q2 		$323K Buy
3,055
+55
+2% +$5.64K 0.04% 335
2020
Q1 		$247K Buy
3,000
+397
+15% +$42K 0.05% 308
2019
Q4 		$306K Buy
+2,603
New +$281K 0.04% 319

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Advisors Network's FRC Position: Q4 2022 in Review

Integrated Advisors Network sold out of First Republic Bank (FRC) in Q4 2022, closing a stake of 2,917 shares — an estimated $381K sold.

Integrated Advisors Network first reported a position in FRC in Q4 2019 and held it in 12 quarters. The position peaked at $575K in Q4 2021. 725 funds tracked by Wall St. Rank hold FRC as of Q4 2022.

  • Integrated Advisors Network reported no remaining First Republic Bank position as of Q4 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 2,917 First Republic Bank shares in Q4 2022, an estimated $381K.
  • Integrated Advisors Network first reported a position in First Republic Bank in Q4 2019 and held it in 12 quarters.
  • Integrated Advisors Network's First Republic Bank position peaked at $575K in Q4 2021.
  • 725 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.