SteelPeak Wealth’s First Republic Bank FRC Stock Holding History

SteelPeak Wealth’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	-13,858	Closed	-$194K	–	516
2023 Q1	$194K	Buy	+13,858	New	+$1.42M	0.01%	350

Other funds holding FRC

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

SteelPeak Wealth's FRC Position: Q2 2023 in Review

SteelPeak Wealth sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 13,858 shares — an estimated $194K sold.

SteelPeak Wealth first reported a position in FRC in Q1 2023 and held it in 1 quarter. The position peaked at $194K in Q1 2023. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

SteelPeak Wealth reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
SteelPeak Wealth sold 13,858 First Republic Bank shares in Q2 2023, an estimated $194K.
SteelPeak Wealth first reported a position in First Republic Bank in Q1 2023 and held it in 1 quarter.
SteelPeak Wealth's First Republic Bank position peaked at $194K in Q1 2023.
92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on SteelPeak Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.