RPWA
FRC

Regent Peak Wealth Advisors’s First Republic Bank FRC Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-286
Closed -$42K – 1087
2020
Q4 		$42K Buy
+286
New +$37.2K 0.01% 334

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Regent Peak Wealth Advisors's FRC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of First Republic Bank (FRC) in Q1 2021, closing a stake of 286 shares — an estimated $42K sold.

Regent Peak Wealth Advisors first reported a position in FRC in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 678 funds tracked by Wall St. Rank hold FRC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining First Republic Bank position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 286 First Republic Bank shares in Q1 2021, an estimated $42K.
  • Regent Peak Wealth Advisors first reported a position in First Republic Bank in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's First Republic Bank position peaked at $42K in Q4 2020.
  • 678 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.