MWM
FRC

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

Mascoma 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
2024
Q4 		– Sell
-32
Closed – – 538
2024
Q3 		$0 Hold
32
– – ﹤0.01% 508
2024
Q2 		$1 Hold
32
– – ﹤0.01% 492
2024
Q1 		$1 Hold
32
– – ﹤0.01% 452
2023
Q4 		$1 Hold
32
– – ﹤0.01% 467
2023
Q3 		$2 Hold
32
– – ﹤0.01% 503
2023
Q2 		$10 Hold
32
– – ﹤0.01% 479
2023
Q1 		$112 Sell
32
-125
-80% -$12.8K ﹤0.01% 590
2022
Q4 		$19.1K Buy
157
+32
+26% +$3.9K 0.01% 338
2022
Q3 		$16K Hold
125
– – 0.01% 354
2022
Q2 		$18K Hold
125
– – 0.01% 354
2022
Q1 		$20K Hold
125
– – 0.01% 371
2021
Q4 		$26K Buy
+125
New +$26.4K 0.01% 295

Other funds holding FRC

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Mascoma Wealth Management's FRC Position: Q4 2024 in Review

Mascoma Wealth Management sold out of First Republic Bank (FRC) in Q4 2024, closing a stake of 32 shares.

Mascoma Wealth Management first reported a position in FRC in Q4 2021 and held it in 12 quarters. The position peaked at $26K in Q4 2021. 15 funds tracked by Wall St. Rank hold FRC as of Q4 2024.

  • Mascoma Wealth Management reported no remaining First Republic Bank position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 32 First Republic Bank shares in Q4 2024.
  • Mascoma Wealth Management first reported a position in First Republic Bank in Q4 2021 and held it in 12 quarters.
  • Mascoma Wealth Management's First Republic Bank position peaked at $26K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.