TRUE Private Wealth Advisors’s First Republic Bank FRC Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-295	Closed	-$43K	–	745
2020 Q4	$43K	Hold	295	–	–	0.01%	364
2020 Q3	$32K	Hold	295	–	–	0.01%	379
2020 Q2	$31K	Hold	295	–	–	0.01%	370
2020 Q1	$24K	Hold	295	–	–	0.01%	363
2019 Q4	$34K	Buy	+295	New	+$31.9K	0.01%	412
2019 Q3	–	Sell	-295	Closed	-$28K	–	772
2019 Q2	$28K	Buy	+295	New	+$29.7K	﹤0.01%	412
2018 Q4	–	Sell	-368	Closed	-$35.3K	–	975
2018 Q3	$35.3K	Buy	+368	New	+$37K	0.01%	516

Other funds holding FRC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TRUE Private Wealth Advisors's FRC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of First Republic Bank (FRC) in Q1 2021, closing a stake of 295 shares — an estimated $43K sold.

TRUE Private Wealth Advisors first reported a position in FRC in Q3 2018 and held it in 7 quarters. The position peaked at $43K in Q4 2020. 677 funds tracked by Wall St. Rank hold FRC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining First Republic Bank position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 295 First Republic Bank shares in Q1 2021, an estimated $43K.
TRUE Private Wealth Advisors first reported a position in First Republic Bank in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's First Republic Bank position peaked at $43K in Q4 2020.
677 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.