SeaCrest Wealth Management’s First Republic Bank FRC Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-115	Closed	-$17K	–	1618
2022 Q2	$17K	Buy	+115	New	+$17.2K	﹤0.01%	1560
2019 Q2	–	Sell	-7	Closed	-$1K	–	1989
2019 Q1	$1K	Hold	7	–	–	﹤0.01%	2105
2018 Q4	$1K	Hold	7	–	–	﹤0.01%	2097
2018 Q3	$1K	Hold	7	–	–	﹤0.01%	2218
2018 Q2	$1K	Hold	7	–	–	﹤0.01%	2161
2018 Q1	$1K	Hold	7	–	–	﹤0.01%	2153
2017 Q4	$1K	Buy	+7	New	+$663	﹤0.01%	2166

Other funds holding FRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SeaCrest Wealth Management's FRC Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Republic Bank (FRC) in Q3 2022, closing a stake of 115 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in FRC in Q4 2017 and held it in 7 quarters. The position peaked at $17K in Q2 2022. 727 funds tracked by Wall St. Rank hold FRC as of Q3 2022.

SeaCrest Wealth Management reported no remaining First Republic Bank position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 115 First Republic Bank shares in Q3 2022, an estimated $17K.
SeaCrest Wealth Management first reported a position in First Republic Bank in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's First Republic Bank position peaked at $17K in Q2 2022.
727 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.