MFT
FRC

Moisand Fitzgerald Tamayo’s First Republic Bank FRC Stock Holding History

Moisand Fitzgerald Tamayo’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
-68
Closed -$8.29K – 825
2022
Q4 		$8.29K Buy
68
+31
+84% +$3.78K ﹤0.01% 340
2022
Q3 		$5K Buy
37
+20
+118% +$3.07K ﹤0.01% 387
2022
Q2 		$2K Sell
17
-16
-48% -$2.4K ﹤0.01% 455
2022
Q1 		$5K Buy
+33
New +$5.76K ﹤0.01% 276

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

Moisand Fitzgerald Tamayo's FRC Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 68 shares — an estimated $8.29K sold.

Moisand Fitzgerald Tamayo first reported a position in FRC in Q1 2022 and held it in 4 quarters. The position peaked at $8.29K in Q4 2022. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • Moisand Fitzgerald Tamayo reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 68 First Republic Bank shares in Q1 2023, an estimated $8.29K.
  • Moisand Fitzgerald Tamayo first reported a position in First Republic Bank in Q1 2022 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's First Republic Bank position peaked at $8.29K in Q4 2022.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.