LNWWM
FRC

Laird Norton Wetherby Wealth Management’s First Republic Bank FRC Stock Holding History

Laird Norton Wetherby Wealth 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
Q1 		– Sell
-4,186
Closed -$510K – 957
2022
Q4 		$510K Sell
4,186
-383
-8% -$46.7K 0.03% 512
2022
Q3 		$597K Buy
4,569
+400
+10% +$61.4K 0.04% 432
2022
Q2 		$601K Buy
4,169
+400
+11% +$60K 0.04% 438
2022
Q1 		$611K Buy
3,769
+378
+11% +$66K 0.04% 449
2021
Q4 		$700K Buy
3,391
+33
+1% +$6.96K 0.04% 407
2021
Q3 		$648K Buy
3,358
+79
+2% +$15.5K 0.04% 421
2021
Q2 		$614K Buy
3,279
+2
+0.1% +$367 0.04% 439
2021
Q1 		$546K Buy
3,277
+23
+0.7% +$3.73K 0.04% 409
2020
Q4 		$478K Buy
3,254
+8
+0.2% +$1.04K 0.03% 477
2020
Q3 		$354K Sell
3,246
-331
-9% -$36.7K 0.03% 475
2020
Q2 		$379K Sell
3,577
-452
-11% -$46.4K 0.04% 431
2020
Q1 		$332K Buy
4,029
+986
+32% +$104K 0.04% 424
2019
Q4 		$358K Buy
3,043
+291
+11% +$31.4K 0.04% 489
2019
Q3 		$266K Sell
2,752
-323
-11% -$30.6K 0.03% 582
2019
Q2 		$301K Buy
3,075
+190
+7% +$19.1K 0.03% 534
2019
Q1 		$290K Buy
2,885
+222
+8% +$21.9K 0.04% 526
2018
Q4 		$231K Buy
2,663
+125
+5% +$11.4K 0.03% 544
2018
Q3 		$244K Buy
+2,538
New +$255K 0.03% 561

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FRC Position: Q1 2023 in Review

Laird Norton Wetherby Wealth Management sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 4,186 shares — an estimated $510K sold.

Laird Norton Wetherby Wealth Management first reported a position in FRC in Q3 2018 and held it in 18 quarters. The position peaked at $700K in Q4 2021. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 4,186 First Republic Bank shares in Q1 2023, an estimated $510K.
  • Laird Norton Wetherby Wealth Management first reported a position in First Republic Bank in Q3 2018 and held it in 18 quarters.
  • Laird Norton Wetherby Wealth Management's First Republic Bank position peaked at $700K in Q4 2021.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.