TWA
FRC

TCI Wealth Advisors’s First Republic Bank FRC Stock Holding History

TCI Wealth Advisors’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
-229
Closed -$3.2K – 2494
2023
Q1 		$3.2K Buy
229
+220
+2,444% +$22.5K ﹤0.01% 1821
2022
Q4 		$1.1K Sell
9
-2
-18% -$244 ﹤0.01% 2101
2022
Q3 		$1K Buy
11
+5
+83% +$768 ﹤0.01% 2215
2022
Q2 		$1K Sell
6
-39
-87% -$5.85K ﹤0.01% 2237
2022
Q1 		$7K Sell
45
-6
-12% -$1.05K ﹤0.01% 1377
2021
Q4 		$11K Hold
51
– – ﹤0.01% 1129
2021
Q3 		$10K Buy
51
+18
+55% +$3.54K ﹤0.01% 1132
2021
Q2 		$6K Hold
33
– – ﹤0.01% 1388
2021
Q1 		$6K Buy
33
+19
+136% +$3.08K ﹤0.01% 1194
2020
Q4 		$2K Buy
+14
New +$1.82K ﹤0.01% 1305
2020
Q3 		– Sell
-6
Closed -$1K – 1700
2020
Q2 		$1K Sell
6
-21
-78% -$2.15K ﹤0.01% 1403
2020
Q1 		$2K Sell
27
-25
-48% -$2.65K ﹤0.01% 1143
2019
Q4 		$6K Sell
52
-15
-22% -$1.62K ﹤0.01% 830
2019
Q3 		$6K Buy
+67
New +$6.35K ﹤0.01% 778
2019
Q1 		– Sell
-3
Closed – – 1586
2018
Q4 		$0 Hold
3
– – ﹤0.01% 1720
2018
Q3 		$0 Hold
3
– – ﹤0.01% 1630
2018
Q2 		$0 Buy
+3
New +$290 ﹤0.01% 1633
2018
Q1 		– Sell
-104
Closed -$9K – 1456
2017
Q4 		$9K Hold
104
– – ﹤0.01% 663
2017
Q3 		$11K Buy
+104
New +$10.3K 0.01% 585
2016
Q4 		– Sell
-36
Closed -$3K – 1475
2016
Q3 		$3K Buy
+36
New +$2.65K ﹤0.01% 905

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

TCI Wealth Advisors's FRC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 229 shares — an estimated $3.2K sold.

TCI Wealth Advisors first reported a position in FRC in Q3 2016 and held it in 20 quarters. The position peaked at $11K in Q4 2021. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 229 First Republic Bank shares in Q2 2023, an estimated $3.2K.
  • TCI Wealth Advisors first reported a position in First Republic Bank in Q3 2016 and held it in 20 quarters.
  • TCI Wealth Advisors's First Republic Bank position peaked at $11K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.