LAS
FRC

Lloyd Advisory Services’s First Republic Bank FRC Stock Holding History

Lloyd Advisory Services’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
2020
Q1 		– Sell
-16
Closed -$2K – 411
2019
Q4 		$2K Buy
+16
New +$1.73K ﹤0.01% 315

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State Street
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JP Morgan Chase
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Select Equity Group
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Principal Financial Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
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Royal Bank of Canada
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Lloyd Advisory Services's FRC Position: Q1 2020 in Review

Lloyd Advisory Services sold out of First Republic Bank (FRC) in Q1 2020, closing a stake of 16 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in FRC in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 543 funds tracked by Wall St. Rank hold FRC as of Q1 2020.

  • Lloyd Advisory Services reported no remaining First Republic Bank position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 16 First Republic Bank shares in Q1 2020, an estimated $2K.
  • Lloyd Advisory Services first reported a position in First Republic Bank in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's First Republic Bank position peaked at $2K in Q4 2019.
  • 543 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.