PW
FRC

Price Wealth’s First Republic Bank FRC Stock Holding History

Price Wealth’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
Q3 		$23K Hold
211
– – 0.01% 181
2020
Q2 		$22K Sell
211
-349
-62% -$35.8K 0.01% 120
2020
Q1 		$46K Sell
560
-26
-4% -$2.75K 0.02% 107
2019
Q4 		$69K Buy
+586
New +$63.3K 0.02% 95

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Price Wealth's FRC Position: Q3 2020 in Review

Price Wealth held its First Republic Bank (FRC) position steady in Q3 2020 at 211 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #181.

Price Wealth first reported a position in FRC in Q4 2019 and has held it in 4 quarters since. The position peaked at $69K in Q4 2019. 566 funds tracked by Wall St. Rank hold FRC as of Q3 2020.

  • Price Wealth held 211 shares of First Republic Bank worth $23K as of Q3 2020.
  • Price Wealth left its First Republic Bank share count unchanged in Q3 2020.
  • First Republic Bank made up 0.01% of Price Wealth's portfolio in Q3 2020, its #181 holding.
  • Price Wealth first reported a position in First Republic Bank in Q4 2019 and has held it in 4 quarters since.
  • Price Wealth's First Republic Bank position peaked at $69K in Q4 2019.
  • 566 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.