LWM
FRC

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

Lyell 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
2022
Q1 		– Sell
-1,150
Closed -$237K – 206
2021
Q4 		$237K Hold
1,150
– – 0.03% 172
2021
Q3 		$222K Sell
1,150
-10
-0.9% -$1.97K 0.03% 168
2021
Q2 		$217K Buy
+1,160
New +$213K 0.03% 178

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lyell Wealth Management's FRC Position: Q1 2022 in Review

Lyell Wealth Management sold out of First Republic Bank (FRC) in Q1 2022, closing a stake of 1,150 shares — an estimated $237K sold.

Lyell Wealth Management first reported a position in FRC in Q2 2021 and held it in 3 quarters. The position peaked at $237K in Q4 2021. 735 funds tracked by Wall St. Rank hold FRC as of Q1 2022.

  • Lyell Wealth Management reported no remaining First Republic Bank position as of Q1 2022 after selling out during the quarter.
  • Lyell Wealth Management sold 1,150 First Republic Bank shares in Q1 2022, an estimated $237K.
  • Lyell Wealth Management first reported a position in First Republic Bank in Q2 2021 and held it in 3 quarters.
  • Lyell Wealth Management's First Republic Bank position peaked at $237K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2022.

Based on Lyell Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.