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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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. 678 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.
678 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.