RAFFA WEALTH MANAGEMENT, LLC’s First Republic Bank FRC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2019 Q3	–	Sell	-14	Closed	-$1.37K	–	769
2019 Q2	$1.37K	Buy	+14	New	+$1.41K	﹤0.01%	671

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FRC Position: Q3 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of First Republic Bank (FRC) in Q3 2019, closing a stake of 14 shares — an estimated $1.37K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FRC in Q2 2019 and held it in 1 quarter. The position peaked at $1.37K in Q2 2019. 507 funds tracked by Wall St. Rank hold FRC as of Q3 2019.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining First Republic Bank position as of Q3 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 14 First Republic Bank shares in Q3 2019, an estimated $1.37K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Republic Bank in Q2 2019 and held it in 1 quarter.
RAFFA WEALTH MANAGEMENT, LLC's First Republic Bank position peaked at $1.37K in Q2 2019.
507 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2019, filed 27 Jul 2026.