RCA
FRC

Rowland Carmichael Advisors’s First Republic Bank FRC Stock Holding History

Rowland Carmichael 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
2020
Q4 		$557K Hold
3,788
– – 0.18% 130
2020
Q3 		$413K Hold
3,788
– – 0.16% 148
2020
Q2 		$401K Hold
3,788
– – 0.17% 145
2020
Q1 		$312K Buy
3,788
+63
+2% +$6.67K 0.16% 166
2019
Q4 		$438K Hold
3,725
– – 0.15% 162
2019
Q3 		$360K Buy
+3,725
New +$353K 0.12% 191

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Rowland Carmichael Advisors's FRC Position: Q4 2020 in Review

Rowland Carmichael Advisors held its First Republic Bank (FRC) position steady in Q4 2020 at 3,788 shares worth $557K. The position accounts for 0.18% of the portfolio, ranked #130.

Rowland Carmichael Advisors first reported a position in FRC in Q3 2019 and has held it in 6 quarters since. 635 funds tracked by Wall St. Rank hold FRC as of Q4 2020.

  • Rowland Carmichael Advisors held 3,788 shares of First Republic Bank worth $557K as of Q4 2020.
  • Rowland Carmichael Advisors left its First Republic Bank share count unchanged in Q4 2020.
  • First Republic Bank made up 0.18% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #130 holding.
  • Rowland Carmichael Advisors first reported a position in First Republic Bank in Q3 2019 and has held it in 6 quarters since.
  • 635 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.