JFG
FRC

JDM Financial Group’s First Republic Bank FRC Stock Holding History

JDM Financial Group’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
2024
Q1 		– Sell
-1,810
Closed -$74 – 216
2023
Q4 		$74 Hold
1,810
– – ﹤0.01% 209
2023
Q3 		$130 Hold
1,810
– – ﹤0.01% 208
2023
Q2 		$996 Hold
1,810
– – ﹤0.01% 206
2023
Q1 		$25.3K Buy
+1,810
New +$186K 0.02% 91

Other funds holding FRC

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 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 $405M AUM 27.41% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

JDM Financial Group's FRC Position: Q1 2024 in Review

JDM Financial Group sold out of First Republic Bank (FRC) in Q1 2024, closing a stake of 1,810 shares — an estimated $74 sold.

JDM Financial Group first reported a position in FRC in Q1 2023 and held it in 4 quarters. The position peaked at $25.3K in Q1 2023. 28 funds tracked by Wall St. Rank hold FRC as of Q1 2024.

  • JDM Financial Group reported no remaining First Republic Bank position as of Q1 2024 after selling out during the quarter.
  • JDM Financial Group sold 1,810 First Republic Bank shares in Q1 2024, an estimated $74.
  • JDM Financial Group first reported a position in First Republic Bank in Q1 2023 and held it in 4 quarters.
  • JDM Financial Group's First Republic Bank position peaked at $25.3K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2024.

Based on JDM Financial Group's 13F filing for Q1 2024, filed 9 May 2024.