Patriot Financial Group Insurance Agency’s First Republic Bank FRC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-25	Closed	-$4K	–	2080
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	1590
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	1729
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	1736
2021 Q3	$5K	Buy	+25	New	+$4.92K	﹤0.01%	1726
2019 Q3	–	Sell	-24	Closed	-$2K	–	1503
2019 Q2	$2K	Buy	24 +20	+500%	+$2.01K	﹤0.01%	1163
2019 Q1	$0	Buy	+4	New	+$394	﹤0.01%	1337
2018 Q2	–	Sell	-29	Closed	-$3K	–	941
2018 Q1	$3K	Hold	29	–	–	﹤0.01%	849
2017 Q4	$3K	Buy	+29	New	+$2.75K	﹤0.01%	845

Other funds holding FRC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FRC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Republic Bank (FRC) in Q3 2022, closing a stake of 25 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in FRC in Q4 2017 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 727 funds tracked by Wall St. Rank hold FRC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining First Republic Bank position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 25 First Republic Bank shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in First Republic Bank in Q4 2017 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's First Republic Bank position peaked at $5K in Q4 2021.
727 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.