Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
FRC
Sowell Financial Services’s
First Republic Bank
FRC
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-43
Closed
-$8K
–
3015
2021
Q1
$8K
Hold
43
–
–
﹤0.01%
2432
2020
Q4
$6K
Sell
43
-10
-19%
-$1.3K
﹤0.01%
2243
2020
Q3
$6K
Sell
53
-11
-17%
-$1.22K
﹤0.01%
1969
2020
Q2
$7K
Buy
64
+7
+12%
+$718
﹤0.01%
1820
2020
Q1
$5K
Sell
57
-19
-25%
-$2.01K
﹤0.01%
1848
2019
Q4
$9K
Buy
76
+15
+25%
+$1.62K
﹤0.01%
1737
2019
Q3
$6K
Buy
+61
New
+$5.78K
﹤0.01%
1728
Other funds holding FRC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
HL
Harding Loevner
Bridgewater, New Jersey
$9.72B AUM
22.38%
1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt
Stockholm, Sweden
$20.5B AUM
26.83%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close