KPW
FRC

Kore Private Wealth’s First Republic Bank FRC Stock Holding History

Kore Private Wealth’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
2020
Q2 		– Sell
-11
Closed -$1K – 1295
2020
Q1 		$1K Sell
11
-47
-81% -$4.97K ﹤0.01% 1047
2019
Q4 		$7K Buy
+58
New +$6.26K ﹤0.01% 820
2019
Q2 		– Sell
-54
Closed -$5K – 826
2019
Q1 		$5K Hold
54
– – ﹤0.01% 781
2018
Q4 		$5K Buy
+54
New +$4.93K ﹤0.01% 699

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Kore Private Wealth's FRC Position: Q2 2020 in Review

Kore Private Wealth sold out of First Republic Bank (FRC) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in FRC in Q4 2018 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 580 funds tracked by Wall St. Rank hold FRC as of Q2 2020.

  • Kore Private Wealth reported no remaining First Republic Bank position as of Q2 2020 after selling out during the quarter.
  • Kore Private Wealth sold 11 First Republic Bank shares in Q2 2020, an estimated $1K.
  • Kore Private Wealth first reported a position in First Republic Bank in Q4 2018 and held it in 4 quarters.
  • Kore Private Wealth's First Republic Bank position peaked at $7K in Q4 2019.
  • 580 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.