Laurie J. Hall Trustee’s First Republic Bank FRC Stock Holding History

Laurie J. Hall Trustee’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	-750	Closed	-$91K	–	338
2022 Q4	$91K	Buy	+750	New	+$91.5K	0.04%	140
2021 Q4	–	Sell	-750	Closed	-$145K	–	334
2021 Q3	$145K	Hold	750	–	–	0.06%	130
2021 Q2	$140K	Hold	750	–	–	0.05%	133
2021 Q1	$125K	Hold	750	–	–	0.05%	138
2020 Q4	$110K	Hold	750	–	–	0.04%	143
2020 Q3	$82K	Buy	+750	New	+$83.3K	0.04%	150
2019 Q4	$88K	Hold	750	–	–	0.04%	147
2019 Q3	$73K	Hold	750	–	–	0.04%	160
2019 Q2	$73K	Buy	750 +100	+15%	+$10.1K	0.04%	157
2019 Q1	$65K	Buy	650 +400	+160%	+$39.4K	0.03%	166
2018 Q4	$25K	Hold	250	–	–	0.01%	207
2018 Q3	$24K	Buy	+250	New	+$25.2K	0.01%	236

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurie J. Hall Trustee's FRC Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 750 shares — an estimated $91K sold.

Laurie J. Hall Trustee first reported a position in FRC in Q3 2018 and held it in 12 quarters. The position peaked at $145K in Q3 2021. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

Laurie J. Hall Trustee reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 750 First Republic Bank shares in Q1 2023, an estimated $91K.
Laurie J. Hall Trustee first reported a position in First Republic Bank in Q3 2018 and held it in 12 quarters.
Laurie J. Hall Trustee's First Republic Bank position peaked at $145K in Q3 2021.
494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.