Mercer Global Advisors
FRC

Mercer Global Advisors’s First Republic Bank FRC Stock Holding History

Mercer Global Advisors’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
2023
Q1 		– Sell
-3,265
Closed -$398K – 2082
2022
Q4 		$398K Buy
3,265
+40
+1% +$4.88K ﹤0.01% 1334
2022
Q3 		$421K Hold
3,225
– – ﹤0.01% 1219
2022
Q2 		$465K Buy
3,225
+382
+13% +$57.3K ﹤0.01% 1184
2022
Q1 		$461K Sell
2,843
-1,996
-41% -$348K ﹤0.01% 1273
2021
Q4 		$999K Sell
4,839
-105
-2% -$22.1K 0.01% 883
2021
Q3 		$954K Sell
4,944
-1,096
-18% -$216K 0.01% 878
2021
Q2 		$1.13M Buy
6,040
+215
+4% +$39.5K 0.01% 775
2021
Q1 		$972K Buy
5,825
+3,469
+147% +$562K 0.01% 793
2020
Q4 		$346K Buy
2,356
+459
+24% +$59.8K ﹤0.01% 1012
2020
Q3 		$207K Buy
+1,897
New +$211K ﹤0.01% 1107
2020
Q1 		– Sell
-3,556
Closed -$418K – 1282
2019
Q4 		$418K Sell
3,556
-298
-8% -$32.2K 0.01% 791
2019
Q3 		$372K Sell
3,854
-216
-5% -$20.5K 0.01% 814
2019
Q2 		$397K Buy
4,070
+31
+0.8% +$3.12K 0.01% 766
2019
Q1 		$406K Buy
+4,039
New +$398K 0.01% 709

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors's FRC Position: Q1 2023 in Review

Mercer Global Advisors sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 3,265 shares — an estimated $398K sold.

Mercer Global Advisors first reported a position in FRC in Q1 2019 and held it in 14 quarters. The position peaked at $1.13M in Q2 2021. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • Mercer Global Advisors reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 3,265 First Republic Bank shares in Q1 2023, an estimated $398K.
  • Mercer Global Advisors first reported a position in First Republic Bank in Q1 2019 and held it in 14 quarters.
  • Mercer Global Advisors's First Republic Bank position peaked at $1.13M in Q2 2021.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on Mercer Global Advisors's 13F filing for Q1 2023, filed 16 May 2023.