Lenox Wealth Advisors’s First Republic Bank FRC Stock Holding History

Lenox Wealth 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
2022 Q1	$15K	Hold	96	–	–	﹤0.01%	422
2021 Q4	$20K	Buy	96 +12	+14%	+$2.53K	﹤0.01%	403
2021 Q3	$16K	Buy	84 +3	+4%	+$590	﹤0.01%	405
2021 Q2	$15K	Sell	81 -22	-21%	-$4.04K	﹤0.01%	415
2021 Q1	$17K	Buy	103 +24	+30%	+$3.89K	﹤0.01%	341
2020 Q4	$12K	Hold	79	–	–	﹤0.01%	400
2020 Q3	$9K	Hold	79	–	–	﹤0.01%	392
2020 Q2	$8K	Hold	79	–	–	﹤0.01%	402
2020 Q1	$7K	Hold	79	–	–	﹤0.01%	392
2019 Q4	$9K	Hold	79	–	–	﹤0.01%	428
2019 Q3	$8K	Hold	79	–	–	﹤0.01%	382
2019 Q2	$8K	Hold	79	–	–	﹤0.01%	296
2019 Q1	$8K	Hold	79	–	–	﹤0.01%	302
2018 Q4	$7K	Hold	79	–	–	﹤0.01%	280
2018 Q3	$8K	Hold	79	–	–	﹤0.01%	291
2018 Q2	$8K	Hold	79	–	–	﹤0.01%	407
2018 Q1	$7K	Buy	+79	New	+$7.29K	﹤0.01%	399

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lenox Wealth Advisors's FRC Position: Q1 2022 in Review

Lenox Wealth Advisors held its First Republic Bank (FRC) position steady in Q1 2022 at 96 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Lenox Wealth Advisors first reported a position in FRC in Q1 2018 and has held it in 17 quarters since. The position peaked at $20K in Q4 2021. 735 funds tracked by Wall St. Rank hold FRC as of Q1 2022.

Lenox Wealth Advisors held 96 shares of First Republic Bank worth $15K as of Q1 2022.
Lenox Wealth Advisors left its First Republic Bank share count unchanged in Q1 2022.
First Republic Bank made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #422 holding.
Lenox Wealth Advisors first reported a position in First Republic Bank in Q1 2018 and has held it in 17 quarters since.
Lenox Wealth Advisors's First Republic Bank position peaked at $20K in Q4 2021.
735 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.