LWANC
FRC

Laurel Wealth Advisors (North Carolina)’s First Republic Bank FRC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-60
Closed -$33 – 606
2023
Q2 		$33 Hold
60
– – ﹤0.01% 582
2023
Q1 		$840 Buy
+60
New +$6.15K ﹤0.01% 538

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 $13.7B AUM 21.52% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

Laurel Wealth Advisors (North Carolina)'s FRC Position: Q3 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of First Republic Bank (FRC) in Q3 2023, closing a stake of 60 shares — an estimated $33 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FRC in Q1 2023 and held it in 2 quarters. The position peaked at $840 in Q1 2023. 44 funds tracked by Wall St. Rank hold FRC as of Q3 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining First Republic Bank position as of Q3 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 60 First Republic Bank shares in Q3 2023, an estimated $33.
  • Laurel Wealth Advisors (North Carolina) first reported a position in First Republic Bank in Q1 2023 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s First Republic Bank position peaked at $840 in Q1 2023.
  • 44 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.