SIS
FRC

Sound Income Strategies’s First Republic Bank FRC Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-19
Closed -$4K – 959
2021
Q4 		$4K Buy
+19
New +$4.01K ﹤0.01% 644

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sound Income Strategies's FRC Position: Q1 2022 in Review

Sound Income Strategies sold out of First Republic Bank (FRC) in Q1 2022, closing a stake of 19 shares — an estimated $4K sold.

Sound Income Strategies first reported a position in FRC in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 735 funds tracked by Wall St. Rank hold FRC as of Q1 2022.

  • Sound Income Strategies reported no remaining First Republic Bank position as of Q1 2022 after selling out during the quarter.
  • Sound Income Strategies sold 19 First Republic Bank shares in Q1 2022, an estimated $4K.
  • Sound Income Strategies first reported a position in First Republic Bank in Q4 2021 and held it in 1 quarter.
  • Sound Income Strategies's First Republic Bank position peaked at $4K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2022.

Based on Sound Income Strategies's 13F filing for Q1 2022, filed 11 Apr 2022.