Johnson Investment Counsel’s First Republic Bank FRC Stock Holding History

Johnson Investment Counsel’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 Q4	–	Sell	-15,950	Closed	-$1.15K	–	743
2023 Q3	$1.15K	Hold	15,950	–	–	﹤0.01%	676
2023 Q2	$8.77K	Buy	+15,950	New	+$195K	﹤0.01%	668

Other funds holding FRC

Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $2.69B AUM 23.62% 1-Year Est. Return

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return