Plante Moran Financial Advisors’s First Republic Bank FRC Stock Holding History

Plante Moran 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
2024 Q4	–	Sell	-153	Closed	-$2	–	1005
2024 Q3	$2	Hold	153	–	–	﹤0.01%	871
2024 Q2	$3	Hold	153	–	–	﹤0.01%	782
2024 Q1	$6	Sell	153 -900	-85%	-$35	﹤0.01%	837
2023 Q4	$43	Buy	1,053 +900	+588%	+$37	﹤0.01%	809
2023 Q3	$11	Hold	153	–	–	﹤0.01%	757
2023 Q2	$84	Hold	153	–	–	﹤0.01%	772
2023 Q1	$2.14K	Hold	153	–	–	﹤0.01%	703
2022 Q4	$18.6K	Sell	153 -125	-45%	-$15.3K	﹤0.01%	477
2022 Q3	$36K	Sell	278 -115	-29%	-$17.7K	0.01%	355
2022 Q2	$57K	Buy	393 +51	+15%	+$7.64K	0.01%	297
2022 Q1	$55K	Sell	342 -298	-47%	-$52K	0.01%	319
2021 Q4	$132K	Buy	640 +92	+17%	+$19.4K	0.02%	218
2021 Q3	$106K	Hold	548	–	–	0.02%	265
2021 Q2	$103K	Hold	548	–	–	0.03%	244
2021 Q1	$91K	Sell	548 -274	-33%	-$44.4K	0.02%	260
2020 Q4	$121K	Hold	822	–	–	0.04%	223
2020 Q3	$90K	Hold	822	–	–	0.03%	249
2020 Q2	$87K	Hold	822	–	–	0.03%	228
2020 Q1	$68K	Hold	822	–	–	0.03%	224
2019 Q4	$97K	Hold	822	–	–	0.03%	231
2019 Q3	$79K	Sell	822 -163	-17%	-$15.5K	0.02%	273
2019 Q2	$96K	Buy	985 +163	+20%	+$16.4K	0.03%	224
2019 Q1	$83K	Hold	822	–	–	0.03%	244
2018 Q4	$71K	Buy	+822	New	+$75K	0.02%	247
2018 Q3	–	Sell	-10	Closed	-$1K	–	867
2018 Q2	$1K	Buy	+10	New	+$966	﹤0.01%	791
2018 Q1	–	Sell	-41	Closed	-$4K	–	1021
2017 Q4	$4K	Buy	+41	New	+$3.88K	﹤0.01%	740
2017 Q3	–	Sell	-348	Closed	-$35K	–	882
2017 Q2	$35K	Hold	348	–	–	0.02%	379
2017 Q1	$33K	Hold	348	–	–	0.02%	390
2016 Q4	$32K	Hold	348	–	–	0.02%	403
2016 Q3	$27K	Sell	348 -71	-17%	-$5.22K	0.02%	430
2016 Q2	$29K	Buy	419 +71	+20%	+$4.92K	0.02%	373
2016 Q1	$23K	Hold	348	–	–	0.02%	368
2015 Q4	$23K	Hold	348	–	–	0.02%	424
2015 Q3	$22K	Hold	348	–	–	0.02%	372
2015 Q2	$22K	Hold	348	–	–	0.02%	411
2015 Q1	$20K	Hold	348	–	–	0.01%	407
2014 Q4	$18K	Hold	348	–	–	0.01%	421
2014 Q3	$17K	Hold	348	–	–	0.01%	435
2014 Q2	$19K	Hold	348	–	–	0.02%	395
2014 Q1	$19K	Hold	348	–	–	0.02%	264
2013 Q4	$18K	Hold	348	–	–	0.01%	365
2013 Q3	$16K	Hold	348	–	–	0.01%	316
2013 Q2	$13K	Buy	+348	New	+$13.3K	0.01%	308

Other funds holding FRC

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return