Private Ocean’s First Republic Bank FRC Stock Holding History

Private Ocean’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 Q2	$12	Buy	+614	New	+$12	﹤0.01%	616
2024 Q1	–	Sell	-614	Closed	-$25	–	569
2023 Q4	$25	Buy	+614	New	+$25	﹤0.01%	509
2023 Q2	–	Sell	-575	Closed	-$8.04K	–	666
2023 Q1	$8.04K	Buy	+575	New	+$58.9K	﹤0.01%	418
2021 Q4	–	Sell	-47	Closed	-$9K	–	636
2021 Q3	$9K	Buy	+47	New	+$9.25K	﹤0.01%	434
2021 Q2	–	Sell	-47	Closed	-$8K	–	623
2021 Q1	$8K	Hold	47	–	–	﹤0.01%	462
2020 Q4	$7K	Hold	47	–	–	﹤0.01%	411
2020 Q3	$5K	Hold	47	–	–	﹤0.01%	439
2020 Q2	$4K	Hold	47	–	–	﹤0.01%	419
2020 Q1	$3K	Buy	+47	New	+$4.97K	﹤0.01%	470
2019 Q4	–	Sell	-147	Closed	-$15K	–	635
2019 Q3	$15K	Buy	+147	New	+$13.9K	﹤0.01%	359

Other funds holding FRC

Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

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

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

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

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

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return