Rational Advisors’s First Republic Bank FRC Stock Holding History

Rational 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 Q4	–	Sell	-48	Closed	-$5K	–	625
2020 Q3	$5K	Buy	+48	New	+$5.33K	﹤0.01%	389
2020 Q1	–	Sell	-500	Closed	-$59K	–	545
2019 Q4	$59K	Hold	500	–	–	0.03%	342
2019 Q3	$48K	Hold	500	–	–	0.02%	368
2019 Q2	$49K	Hold	500	–	–	0.02%	350
2019 Q1	$50K	Hold	500	–	–	0.01%	316
2018 Q4	$43K	Sell	500 -200	-29%	-$18.3K	0.01%	294
2018 Q3	$67K	Hold	700	–	–	0.02%	269
2018 Q2	$68K	Sell	700 -300	-30%	-$29K	0.03%	249
2018 Q1	$93K	Hold	1,000	–	–	0.04%	255
2017 Q4	$87K	Buy	+1,000	New	+$94.8K	0.05%	229

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Rational Advisors's FRC Position: Q4 2020 in Review

Rational Advisors sold out of First Republic Bank (FRC) in Q4 2020, closing a stake of 48 shares — an estimated $5K sold.

Rational Advisors first reported a position in FRC in Q4 2017 and held it in 10 quarters. The position peaked at $93K in Q1 2018. 635 funds tracked by Wall St. Rank hold FRC as of Q4 2020.

Rational Advisors reported no remaining First Republic Bank position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 48 First Republic Bank shares in Q4 2020, an estimated $5K.
Rational Advisors first reported a position in First Republic Bank in Q4 2017 and held it in 10 quarters.
Rational Advisors's First Republic Bank position peaked at $93K in Q1 2018.
635 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.