TAIM
FRC

TD Ameritrade Investment Management’s First Republic Bank FRC Stock Holding History

TD Ameritrade Investment 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
Q1 		– Sell
-15
Closed -$2K – 624
2022
Q4 		$2K Sell
15
-35
-70% -$4.27K ﹤0.01% 520
2022
Q3 		$7K Sell
50
-27
-35% -$4.15K ﹤0.01% 408
2022
Q2 		$11K Sell
77
-3
-4% -$450 ﹤0.01% 430
2022
Q1 		$13K Buy
80
+4
+5% +$698 ﹤0.01% 469
2021
Q4 		$16K Buy
76
+48
+171% +$10.1K ﹤0.01% 442
2021
Q3 		$3K Sell
28
-19
-40% -$3.74K ﹤0.01% 569
2021
Q2 		$9K Buy
47
+23
+96% +$4.23K ﹤0.01% 485
2021
Q1 		$4K Hold
24
– – ﹤0.01% 549
2020
Q4 		$4K Sell
24
-4
-14% -$521 ﹤0.01% 549
2020
Q3 		$3K Hold
28
– – ﹤0.01% 569
2020
Q2 		$3K Hold
28
– – ﹤0.01% 559
2020
Q1 		$2K Sell
28
-10
-26% -$1.06K ﹤0.01% 569
2019
Q4 		$4K Buy
38
+34
+850% +$3.67K ﹤0.01% 541
2019
Q3 		$0 Buy
+4
New +$379 ﹤0.01% 736

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Ameritrade Investment Management's FRC Position: Q1 2023 in Review

TD Ameritrade Investment Management sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 15 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in FRC in Q3 2019 and held it in 14 quarters. The position peaked at $16K in Q4 2021. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • TD Ameritrade Investment Management reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 15 First Republic Bank shares in Q1 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in First Republic Bank in Q3 2019 and held it in 14 quarters.
  • TD Ameritrade Investment Management's First Republic Bank position peaked at $16K in Q4 2021.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2023, filed 15 May 2023.