PFWA
FRC

Paces Ferry Wealth Advisors’s First Republic Bank FRC Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-802
Closed -$87K – 1212
2020
Q3 		$87K Buy
+802
New +$89K 0.08% 173

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Paces Ferry Wealth Advisors's FRC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of First Republic Bank (FRC) in Q4 2020, closing a stake of 802 shares — an estimated $87K sold.

Paces Ferry Wealth Advisors first reported a position in FRC in Q3 2020 and held it in 1 quarter. The position peaked at $87K in Q3 2020. 635 funds tracked by Wall St. Rank hold FRC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining First Republic Bank position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 802 First Republic Bank shares in Q4 2020, an estimated $87K.
  • Paces Ferry Wealth Advisors first reported a position in First Republic Bank in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's First Republic Bank position peaked at $87K in Q3 2020.
  • 635 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.