SBL
FRC

Sargent Bickham Lagudis’s First Republic Bank FRC Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$63.9K Buy
524
+429
+452% +$52.4K 0.01% 396
2022
Q3 		$12K Sell
95
-75
-44% -$11.5K ﹤0.01% 665
2022
Q2 		$25K Buy
+170
New +$25.5K ﹤0.01% 551

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sargent Bickham Lagudis's FRC Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its First Republic Bank (FRC) stake by 452% in Q4 2022, buying an estimated $52.4K and bringing the position to 524 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #396.

Sargent Bickham Lagudis first reported a position in FRC in Q2 2022 and has held it in 3 quarters since. 725 funds tracked by Wall St. Rank hold FRC as of Q4 2022.

  • Sargent Bickham Lagudis held 524 shares of First Republic Bank worth $63.9K as of Q4 2022.
  • Sargent Bickham Lagudis bought 429 First Republic Bank shares in Q4 2022, an estimated $52.4K.
  • First Republic Bank made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #396 holding.
  • Sargent Bickham Lagudis first reported a position in First Republic Bank in Q2 2022 and has held it in 3 quarters since.
  • 725 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.