RWM
FRC

Raffa Wealth Management’s First Republic Bank FRC Stock Holding History

Raffa Wealth Management’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
2019
Q3 		– Sell
-14
Closed -$1.37K – 769
2019
Q2 		$1.37K Buy
+14
New +$1.41K ﹤0.01% 671

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Raffa Wealth Management's FRC Position: Q3 2019 in Review

Raffa Wealth Management sold out of First Republic Bank (FRC) in Q3 2019, closing a stake of 14 shares — an estimated $1.37K sold.

Raffa Wealth Management first reported a position in FRC in Q2 2019 and held it in 1 quarter. The position peaked at $1.37K in Q2 2019. 507 funds tracked by Wall St. Rank hold FRC as of Q3 2019.

  • Raffa Wealth Management reported no remaining First Republic Bank position as of Q3 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 14 First Republic Bank shares in Q3 2019, an estimated $1.37K.
  • Raffa Wealth Management first reported a position in First Republic Bank in Q2 2019 and held it in 1 quarter.
  • Raffa Wealth Management's First Republic Bank position peaked at $1.37K in Q2 2019.
  • 507 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2019.

Based on Raffa Wealth Management's 13F filing for Q3 2019, filed 27 Jul 2026.