MWM
FRC

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

MinichMacGregor 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
2023
Q1 		– Sell
-10
Closed -$1.22K – 700
2022
Q4 		$1.22K Buy
+10
New +$1.22K ﹤0.01% 617
2016
Q3 		– Sell
-14
Closed – – 496
2016
Q2 		$0 Sell
14
-8
-36% -$554 ﹤0.01% 482
2016
Q1 		$1K Sell
22
-14
-39% -$897 ﹤0.01% 415
2015
Q4 		$2K Buy
+36
New +$2.38K ﹤0.01% 340

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

MinichMacGregor Wealth Management's FRC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 10 shares — an estimated $1.22K sold.

MinichMacGregor Wealth Management first reported a position in FRC in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 10 First Republic Bank shares in Q1 2023, an estimated $1.22K.
  • MinichMacGregor Wealth Management first reported a position in First Republic Bank in Q4 2015 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's First Republic Bank position peaked at $2K in Q4 2015.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.