KAM
FRC

Karani Asset Management’s First Republic Bank FRC Stock Holding History

Karani Asset Management’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
Q3 		– Sell
-2,748
Closed -$1.51K – 39
2023
Q2 		$1.51K Sell
2,748
-40,610
-94% -$496K ﹤0.01% 32
2023
Q1 		$607K Buy
43,358
+16,304
+60% +$1.67M 0.64% 25
2022
Q4 		$3.3M Buy
27,054
+2,225
+9% +$272K 3.84% 11
2022
Q3 		$3.24M Buy
24,829
+6,760
+37% +$1.04M 3.29% 16
2022
Q2 		$2.61M Buy
+18,069
New +$2.71M 2.41% 20

Other funds holding FRC

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 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 $343M AUM 17.55% 1-Year Est. Return

Karani Asset Management's FRC Position: Q3 2023 in Review

Karani Asset Management sold out of First Republic Bank (FRC) in Q3 2023, closing a stake of 2,748 shares — an estimated $1.51K sold.

Karani Asset Management first reported a position in FRC in Q2 2022 and held it in 5 quarters. The position peaked at $3.3M in Q4 2022. 44 funds tracked by Wall St. Rank hold FRC as of Q3 2023.

  • Karani Asset Management reported no remaining First Republic Bank position as of Q3 2023 after selling out during the quarter.
  • Karani Asset Management sold 2,748 First Republic Bank shares in Q3 2023, an estimated $1.51K.
  • Karani Asset Management first reported a position in First Republic Bank in Q2 2022 and held it in 5 quarters.
  • Karani Asset Management's First Republic Bank position peaked at $3.3M in Q4 2022.
  • 44 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2023.

Based on Karani Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.