Surevest’s First Republic Bank FRC Stock Holding History

Surevest’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 Q3	–	Sell	-4	Closed	-$1K	–	607
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	549
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	520
2021 Q4	$1K	Buy	+4	New	+$844	﹤0.01%	528

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Surevest's FRC Position: Q3 2022 in Review

Surevest sold out of First Republic Bank (FRC) in Q3 2022, closing a stake of 4 shares — an estimated $1K sold.

Surevest first reported a position in FRC in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 727 funds tracked by Wall St. Rank hold FRC as of Q3 2022.

Surevest reported no remaining First Republic Bank position as of Q3 2022 after selling out during the quarter.
Surevest sold 4 First Republic Bank shares in Q3 2022, an estimated $1K.
Surevest first reported a position in First Republic Bank in Q4 2021 and held it in 3 quarters.
Surevest's First Republic Bank position peaked at $1K in Q2 2022.
727 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.