Taylor Wealth Management Partners’s First Republic Bank FRC Stock Holding History

Taylor Wealth Management Partners’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	-5,256	Closed	-$617K	–	50
2019 Q4	$617K	Sell	5,256 -50	-0.9%	-$5.4K	0.28%	36
2019 Q3	$513K	Sell	5,306 -610	-10%	-$57.8K	0.24%	37
2019 Q2	$578K	Sell	5,916 -6,227	-51%	-$627K	0.27%	34
2019 Q1	$1.22M	Hold	12,143	–	–	0.61%	31
2018 Q4	$1.05M	Sell	12,143 -34,620	-74%	-$3.16M	0.61%	30
2018 Q3	$4.49M	Sell	46,763 -25	-0.1%	-$2.52K	1.91%	20
2018 Q2	$4.53M	Sell	46,788 -400	-0.8%	-$38.6K	2.01%	21
2018 Q1	$4.37M	Sell	47,188 -2,184	-4%	-$201K	2.1%	20
2017 Q4	$4.28M	Buy	49,372 +1,450	+3%	+$137K	1.82%	22
2017 Q3	$5.01M	Sell	47,922 -965	-2%	-$95.8K	2.24%	16
2017 Q2	$4.89M	Sell	48,887 -815	-2%	-$77K	2.22%	16
2017 Q1	$4.66M	Sell	49,702 -720	-1%	-$67.8K	2.11%	18
2016 Q4	$4.65M	Buy	+50,422	New	+$4.12M	2.15%	18

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Taylor Wealth Management Partners's FRC Position: Q1 2020 in Review

Taylor Wealth Management Partners sold out of First Republic Bank (FRC) in Q1 2020, closing a stake of 5,256 shares — an estimated $617K sold.

Taylor Wealth Management Partners first reported a position in FRC in Q4 2016 and held it in 13 quarters. The position peaked at $5.01M in Q3 2017. 543 funds tracked by Wall St. Rank hold FRC as of Q1 2020.

Taylor Wealth Management Partners reported no remaining First Republic Bank position as of Q1 2020 after selling out during the quarter.
Taylor Wealth Management Partners sold 5,256 First Republic Bank shares in Q1 2020, an estimated $617K.
Taylor Wealth Management Partners first reported a position in First Republic Bank in Q4 2016 and held it in 13 quarters.
Taylor Wealth Management Partners's First Republic Bank position peaked at $5.01M in Q3 2017.
543 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2020.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2020, filed 4 May 2020.