SIM
FRC

Spark Investment Management’s First Republic Bank FRC Stock Holding History

Spark Investment 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
2020
Q1 		– Sell
-6,800
Closed -$798K – 562
2019
Q4 		$798K Sell
6,800
-9,500
-58% -$1.03M 0.09% 282
2019
Q3 		$1.58M Hold
16,300
– – 0.2% 132
2019
Q2 		$1.59M Buy
+16,300
New +$1.64M 0.11% 235

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spark Investment Management's FRC Position: Q1 2020 in Review

Spark Investment Management sold out of First Republic Bank (FRC) in Q1 2020, closing a stake of 6,800 shares — an estimated $798K sold.

Spark Investment Management first reported a position in FRC in Q2 2019 and held it in 3 quarters. The position peaked at $1.59M in Q2 2019. 543 funds tracked by Wall St. Rank hold FRC as of Q1 2020.

  • Spark Investment Management reported no remaining First Republic Bank position as of Q1 2020 after selling out during the quarter.
  • Spark Investment Management sold 6,800 First Republic Bank shares in Q1 2020, an estimated $798K.
  • Spark Investment Management first reported a position in First Republic Bank in Q2 2019 and held it in 3 quarters.
  • Spark Investment Management's First Republic Bank position peaked at $1.59M in Q2 2019.
  • 543 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2020.

Based on Spark Investment Management's 13F filing for Q1 2020, filed 12 May 2020.