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

Piedmont 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
2020 Q2	–	Sell	-5,921	Closed	-$487K	–	747
2020 Q1	$487K	Buy	5,921 +502	+9%	+$53.1K	0.02%	448
2019 Q4	$636K	Buy	5,419 +613	+13%	+$66.2K	0.02%	443
2019 Q3	$465K	Buy	4,806 +171	+4%	+$16.2K	0.02%	553
2019 Q2	$453K	Buy	4,635 +1,984	+75%	+$200K	0.02%	588
2019 Q1	$266K	Buy	2,651 +218	+9%	+$21.5K	0.01%	890
2018 Q4	$211K	Buy	+2,433	New	+$222K	0.01%	914
2018 Q3	–	Sell	-63	Closed	-$6K	–	2504
2018 Q2	$6K	Buy	+63	New	+$6.08K	﹤0.01%	2062

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Piedmont Investment Advisors's FRC Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of First Republic Bank (FRC) in Q2 2020, closing a stake of 5,921 shares — an estimated $487K sold.

Piedmont Investment Advisors first reported a position in FRC in Q2 2018 and held it in 7 quarters. The position peaked at $636K in Q4 2019. 580 funds tracked by Wall St. Rank hold FRC as of Q2 2020.

Piedmont Investment Advisors reported no remaining First Republic Bank position as of Q2 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 5,921 First Republic Bank shares in Q2 2020, an estimated $487K.
Piedmont Investment Advisors first reported a position in First Republic Bank in Q2 2018 and held it in 7 quarters.
Piedmont Investment Advisors's First Republic Bank position peaked at $636K in Q4 2019.
580 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.