RFA
FRC

Register Financial Advisors’s First Republic Bank FRC Stock Holding History

Register Financial 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
2023
Q3 		– Sell
-200
Closed -$110 – 616
2023
Q2 		$110 Hold
200
– – ﹤0.01% 543
2023
Q1 		$2.8K Buy
+200
New +$20.5K ﹤0.01% 476

Other funds holding FRC

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Register Financial Advisors's FRC Position: Q3 2023 in Review

Register Financial Advisors sold out of First Republic Bank (FRC) in Q3 2023, closing a stake of 200 shares — an estimated $110 sold.

Register Financial Advisors first reported a position in FRC in Q1 2023 and held it in 2 quarters. The position peaked at $2.8K in Q1 2023. 44 funds tracked by Wall St. Rank hold FRC as of Q3 2023.

  • Register Financial Advisors reported no remaining First Republic Bank position as of Q3 2023 after selling out during the quarter.
  • Register Financial Advisors sold 200 First Republic Bank shares in Q3 2023, an estimated $110.
  • Register Financial Advisors first reported a position in First Republic Bank in Q1 2023 and held it in 2 quarters.
  • Register Financial Advisors's First Republic Bank position peaked at $2.8K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2023.

Based on Register Financial Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.