RIL
FRC

Rothschild Investment LLC’s First Republic Bank FRC Stock Holding History

Rothschild Investment LLC’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
2024
Q1 		– Sell
-200
Closed -$8 – 2295
2023
Q4 		$8 Buy
+200
New +$8 ﹤0.01% 1349

Other funds holding FRC

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 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
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Rothschild Investment LLC's FRC Position: Q1 2024 in Review

Rothschild Investment LLC sold out of First Republic Bank (FRC) in Q1 2024, closing a stake of 200 shares — an estimated $8 sold.

Rothschild Investment LLC first reported a position in FRC in Q4 2023 and held it in 1 quarter. The position peaked at $8 in Q4 2023. 29 funds tracked by Wall St. Rank hold FRC as of Q1 2024.

  • Rothschild Investment LLC reported no remaining First Republic Bank position as of Q1 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 200 First Republic Bank shares in Q1 2024, an estimated $8.
  • Rothschild Investment LLC first reported a position in First Republic Bank in Q4 2023 and held it in 1 quarter.
  • Rothschild Investment LLC's First Republic Bank position peaked at $8 in Q4 2023.
  • 29 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2024.

Based on Rothschild Investment LLC's 13F filing for Q1 2024, filed 31 Jul 2024.