LWM
FRC

Liberty Wealth Management’s First Republic Bank FRC Stock Holding History

Liberty 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
2021
Q4 		– Sell
-60
Closed -$13K – 1178
2021
Q3 		$13K Buy
60
+27
+82% +$5.31K ﹤0.01% 777
2021
Q2 		$6K Hold
33
– – ﹤0.01% 772
2021
Q1 		$4K Hold
33
– – ﹤0.01% 749
2020
Q4 		$4K Sell
33
-4
-11% -$521 ﹤0.01% 745
2020
Q3 		$4K Buy
37
+22
+147% +$2.44K ﹤0.01% 682
2020
Q2 		$2K Hold
15
– – ﹤0.01% 759
2020
Q1 		$1K Sell
15
-18
-55% -$1.91K ﹤0.01% 863
2019
Q4 		$4K Buy
33
+18
+120% +$1.94K ﹤0.01% 712
2019
Q3 		$1K Sell
15
-42
-74% -$3.98K ﹤0.01% 840
2019
Q2 		$6K Buy
57
+42
+280% +$4.23K 0.01% 644
2019
Q1 		$1K Buy
+15
New +$1.48K ﹤0.01% 704

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's FRC Position: Q4 2021 in Review

Liberty Wealth Management sold out of First Republic Bank (FRC) in Q4 2021, closing a stake of 60 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in FRC in Q1 2019 and held it in 11 quarters. The position peaked at $13K in Q3 2021. 759 funds tracked by Wall St. Rank hold FRC as of Q4 2021.

  • Liberty Wealth Management reported no remaining First Republic Bank position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 60 First Republic Bank shares in Q4 2021, an estimated $13K.
  • Liberty Wealth Management first reported a position in First Republic Bank in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's First Republic Bank position peaked at $13K in Q3 2021.
  • 759 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.