LF
FRC

LifeSteps Financial’s First Republic Bank FRC Stock Holding History

LifeSteps Financial’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
2024
Q2 		– Sell
-200
Closed -$8 – 440
2024
Q1 		$8 Buy
+200
New +$8 ﹤0.01% 440

Other funds holding FRC

PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 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
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

LifeSteps Financial's FRC Position: Q2 2024 in Review

LifeSteps Financial sold out of First Republic Bank (FRC) in Q2 2024, closing a stake of 200 shares — an estimated $8 sold.

LifeSteps Financial first reported a position in FRC in Q1 2024 and held it in 1 quarter. The position peaked at $8 in Q1 2024. 29 funds tracked by Wall St. Rank hold FRC as of Q2 2024.

  • LifeSteps Financial reported no remaining First Republic Bank position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 200 First Republic Bank shares in Q2 2024, an estimated $8.
  • LifeSteps Financial first reported a position in First Republic Bank in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's First Republic Bank position peaked at $8 in Q1 2024.
  • 29 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.