RMR Wealth Builders’s First Republic Bank FRC Stock Holding History

RMR Wealth Builders’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 Q1	–	Sell	-1,966	Closed	-$240K	–	219
2022 Q4	$240K	Hold	1,966	–	–	0.05%	169
2022 Q3	$257K	Buy	1,966 +113	+6%	+$17.4K	0.06%	156
2022 Q2	$267K	Hold	1,853	–	–	0.07%	152
2022 Q1	$300K	Buy	+1,853	New	+$323K	0.06%	156
2021 Q4	–	Sell	-1,853	Closed	-$357K	–	207
2021 Q3	$357K	Hold	1,853	–	–	0.1%	123
2021 Q2	$347K	Hold	1,853	–	–	0.11%	122
2021 Q1	$309K	Hold	1,853	–	–	0.08%	130
2020 Q4	$272K	Hold	1,853	–	–	0.13%	118
2020 Q3	$202K	Hold	1,853	–	–	0.05%	202
2020 Q2	$196K	Buy	+1,853	New	+$190K	0.17%	116
2019 Q4	$218K	Buy	+1,853	New	+$200K	0.21%	105

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RMR Wealth Builders's FRC Position: Q1 2023 in Review

RMR Wealth Builders sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 1,966 shares — an estimated $240K sold.

RMR Wealth Builders first reported a position in FRC in Q4 2019 and held it in 11 quarters. The position peaked at $357K in Q3 2021. 492 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

RMR Wealth Builders reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
RMR Wealth Builders sold 1,966 First Republic Bank shares in Q1 2023, an estimated $240K.
RMR Wealth Builders first reported a position in First Republic Bank in Q4 2019 and held it in 11 quarters.
RMR Wealth Builders's First Republic Bank position peaked at $357K in Q3 2021.
492 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on RMR Wealth Builders's 13F filing for Q1 2023, filed 11 Apr 2023.