SWM
FRC

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

Spire 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
2023
Q2 		– Sell
-585
Closed -$8.18K – 2571
2023
Q1 		$8.18K Buy
585
+324
+124% +$33.2K ﹤0.01% 1915
2022
Q4 		$32K Buy
261
+1
+0.4% +$122 ﹤0.01% 1176
2022
Q3 		$34K Sell
260
-3
-1% -$461 ﹤0.01% 1102
2022
Q2 		$38K Buy
263
+253
+2,530% +$37.9K ﹤0.01% 1414
2022
Q1 		$2K Sell
10
-7
-41% -$1.22K ﹤0.01% 2439
2021
Q4 		$4K Buy
17
+7
+70% +$1.48K ﹤0.01% 2663
2021
Q3 		$2K Hold
10
– – ﹤0.01% 2507
2021
Q2 		$2K Hold
10
– – ﹤0.01% 2515
2021
Q1 		$2K Buy
+10
New +$1.62K ﹤0.01% 2904

Other funds holding FRC

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

Spire Wealth Management's FRC Position: Q2 2023 in Review

Spire Wealth Management sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 585 shares — an estimated $8.18K sold.

Spire Wealth Management first reported a position in FRC in Q1 2021 and held it in 9 quarters. The position peaked at $38K in Q2 2022. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Spire Wealth Management reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 585 First Republic Bank shares in Q2 2023, an estimated $8.18K.
  • Spire Wealth Management first reported a position in First Republic Bank in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's First Republic Bank position peaked at $38K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.