OIA
FRC

OneDigital Investment Advisors’s First Republic Bank FRC Stock Holding History

OneDigital Investment 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
2019
Q2 		– Sell
-65
Closed -$7K – 1292
2019
Q1 		$7K Hold
65
– – ﹤0.01% 955
2018
Q4 		$6K Hold
65
– – ﹤0.01% 937
2018
Q3 		$6K Hold
65
– – ﹤0.01% 913
2018
Q2 		$6K Hold
65
– – ﹤0.01% 1153
2018
Q1 		$6K Sell
65
-19
-23% -$1.75K ﹤0.01% 1135
2017
Q4 		$7K Buy
84
+30
+56% +$2.84K ﹤0.01% 1049
2017
Q3 		$6K Buy
+54
New +$5.36K ﹤0.01% 873

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OneDigital Investment Advisors's FRC Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of First Republic Bank (FRC) in Q2 2019, closing a stake of 65 shares — an estimated $7K sold.

OneDigital Investment Advisors first reported a position in FRC in Q3 2017 and held it in 7 quarters. The position peaked at $7K in Q1 2019. 545 funds tracked by Wall St. Rank hold FRC as of Q2 2019.

  • OneDigital Investment Advisors reported no remaining First Republic Bank position as of Q2 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 65 First Republic Bank shares in Q2 2019, an estimated $7K.
  • OneDigital Investment Advisors first reported a position in First Republic Bank in Q3 2017 and held it in 7 quarters.
  • OneDigital Investment Advisors's First Republic Bank position peaked at $7K in Q1 2019.
  • 545 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.