Paradigm Financial Advisors’s First Republic Bank FRC Stock Holding History

Paradigm 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
2021 Q4	$207K	Buy	+1,000	New	+$211K	0.05%	205

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paradigm Financial Advisors's FRC Position: Q4 2021 in Review

Paradigm Financial Advisors opened a new position in First Republic Bank (FRC) in Q4 2021: 1,000 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #205 among its holdings.

759 funds tracked by Wall St. Rank hold FRC as of Q4 2021.

Paradigm Financial Advisors held 1,000 shares of First Republic Bank worth $207K as of Q4 2021.
First Republic Bank was a new Paradigm Financial Advisors position in Q4 2021.
First Republic Bank made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #205 holding.
759 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.