MWP
FRC

Meridian Wealth Partners’s First Republic Bank FRC Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-22
Closed -$4K – 1407
2021
Q1 		$4K Buy
+22
New +$3.56K ﹤0.01% 816

Other funds holding FRC

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Meridian Wealth Partners's FRC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of First Republic Bank (FRC) in Q2 2021, closing a stake of 22 shares — an estimated $4K sold.

Meridian Wealth Partners first reported a position in FRC in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 672 funds tracked by Wall St. Rank hold FRC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining First Republic Bank position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 22 First Republic Bank shares in Q2 2021, an estimated $4K.
  • Meridian Wealth Partners first reported a position in First Republic Bank in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's First Republic Bank position peaked at $4K in Q1 2021.
  • 672 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.