SWA
FRC

SOA Wealth Advisors’s First Republic Bank FRC Stock Holding History

SOA Wealth 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
2024
Q2 		– Sell
-1
Closed – – 926
2024
Q1 		$0 Hold
1
– – ﹤0.01% 932
2023
Q4 		$0 Hold
1
– – ﹤0.01% 960
2023
Q3 		$0 Hold
1
– – ﹤0.01% 967
2023
Q2 		$1 Sell
1
-275
-100% -$3.36K ﹤0.01% 937
2023
Q1 		$3.86K Buy
276
+225
+441% +$23.1K ﹤0.01% 655
2022
Q4 		$6.22K Sell
51
-4
-7% -$488 ﹤0.01% 589
2022
Q3 		$7K Hold
55
– – ﹤0.01% 569
2022
Q2 		$7K Sell
55
-16
-23% -$2.4K ﹤0.01% 552
2022
Q1 		$11K Hold
71
– – ﹤0.01% 580
2021
Q4 		$14K Hold
71
– – ﹤0.01% 518
2021
Q3 		$13K Buy
71
+47
+196% +$9.25K ﹤0.01% 541
2021
Q2 		$4K Buy
24
+7
+41% +$1.29K ﹤0.01% 713
2021
Q1 		$2K Sell
17
-10
-37% -$1.62K ﹤0.01% 734
2020
Q4 		$4K Buy
+27
New +$3.52K ﹤0.01% 651

Other funds holding FRC

PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

SOA Wealth Advisors's FRC Position: Q2 2024 in Review

SOA Wealth Advisors sold out of First Republic Bank (FRC) in Q2 2024, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in FRC in Q4 2020 and held it in 14 quarters. The position peaked at $14K in Q4 2021. 29 funds tracked by Wall St. Rank hold FRC as of Q2 2024.

  • SOA Wealth Advisors reported no remaining First Republic Bank position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 First Republic Bank share in Q2 2024.
  • SOA Wealth Advisors first reported a position in First Republic Bank in Q4 2020 and held it in 14 quarters.
  • SOA Wealth Advisors's First Republic Bank position peaked at $14K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.