JA
FRC

JOYN Advisors’s First Republic Bank FRC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-34
Closed -$3K – 1550
2018
Q4 		$3K Hold
34
– – ﹤0.01% 1441
2018
Q3 		$3K Hold
34
– – ﹤0.01% 1398
2018
Q2 		$3K Hold
34
– – ﹤0.01% 1355
2018
Q1 		$3K Buy
+34
New +$3.14K ﹤0.01% 1017

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JOYN Advisors's FRC Position: Q1 2019 in Review

JOYN Advisors sold out of First Republic Bank (FRC) in Q1 2019, closing a stake of 34 shares — an estimated $3K sold.

JOYN Advisors first reported a position in FRC in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2018. 548 funds tracked by Wall St. Rank hold FRC as of Q1 2019.

  • JOYN Advisors reported no remaining First Republic Bank position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 34 First Republic Bank shares in Q1 2019, an estimated $3K.
  • JOYN Advisors first reported a position in First Republic Bank in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's First Republic Bank position peaked at $3K in Q4 2018.
  • 548 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.