NECFA
FRC

New England Capital Financial Advisors’s First Republic Bank FRC Stock Holding History

New England Capital Financial 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
Q2 		– Sell
-150
Closed -$2.1K – 449
2023
Q1 		$2.1K Buy
+150
New +$15.4K ﹤0.01% 340

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RG
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Simplex Trading
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CB
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Barclays
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KBC Group
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

New England Capital Financial Advisors's FRC Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 150 shares — an estimated $2.1K sold.

New England Capital Financial Advisors first reported a position in FRC in Q1 2023 and held it in 1 quarter. The position peaked at $2.1K in Q1 2023. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 150 First Republic Bank shares in Q2 2023, an estimated $2.1K.
  • New England Capital Financial Advisors first reported a position in First Republic Bank in Q1 2023 and held it in 1 quarter.
  • New England Capital Financial Advisors's First Republic Bank position peaked at $2.1K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.