OWP
FRC
Obermeyer Wealth Partners’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-201,600
| Closed | -$24.6M | – | 243 |
|
|
2022
Q4 | $24.6M | Sell |
201,600
-41,211
| -17% | -$5.03M | 1.86% | 26 |
|
|
2022
Q3 | $31.7M | Sell |
242,811
-8,159
| -3% | -$1.07M | 2.57% | 19 |
|
|
2022
Q2 | $36.2M | Buy |
250,970
+1,192
| +0.5% | +$172K | 2.66% | 17 |
|
|
2022
Q1 | $40.5M | Buy |
+249,778
| New | +$40.5M | 2.42% | 20 |
|