UCFA
FRC

United Capital Financial Advisors’s First Republic Bank FRC Stock Holding History

United Capital Financial 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
Q1 		– Sell
-7,725
Closed -$942K – 1096
2022
Q4 		$942K Buy
+7,725
New +$943K 0.01% 621
2019
Q3 		– Sell
-2,448
Closed -$239K – 1520
2019
Q2 		$239K Buy
2,448
+338
+16% +$34K ﹤0.01% 1304
2019
Q1 		$212K Buy
+2,110
New +$208K ﹤0.01% 1251
2013
Q3 		– Sell
-11,325
Closed -$436K – 760
2013
Q2 		$436K Buy
+11,325
New +$433K 0.01% 532

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

United Capital Financial Advisors's FRC Position: Q1 2023 in Review

United Capital Financial Advisors sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 7,725 shares — an estimated $942K sold.

United Capital Financial Advisors first reported a position in FRC in Q2 2013 and held it in 4 quarters. The position peaked at $942K in Q4 2022. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • United Capital Financial Advisors reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,725 First Republic Bank shares in Q1 2023, an estimated $942K.
  • United Capital Financial Advisors first reported a position in First Republic Bank in Q2 2013 and held it in 4 quarters.
  • United Capital Financial Advisors's First Republic Bank position peaked at $942K in Q4 2022.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.