LFA
FRC

Legacy Financial Advisors’s First Republic Bank FRC Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-140
Closed -$14K – 966
2019
Q1 		$14K Buy
140
+32
+30% +$3.15K ﹤0.01% 552
2018
Q4 		$9K Hold
108
– – ﹤0.01% 605
2018
Q3 		$10K Hold
108
– – ﹤0.01% 534
2018
Q2 		$11K Hold
108
– – ﹤0.01% 509
2018
Q1 		$9K Hold
108
– – ﹤0.01% 518
2017
Q4 		$9K Buy
+108
New +$10.2K ﹤0.01% 516

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legacy Financial Advisors's FRC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of First Republic Bank (FRC) in Q2 2019, closing a stake of 140 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in FRC in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q1 2019. 544 funds tracked by Wall St. Rank hold FRC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining First Republic Bank position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 140 First Republic Bank shares in Q2 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in First Republic Bank in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's First Republic Bank position peaked at $14K in Q1 2019.
  • 544 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.