RWB
FRC

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return