WCM Investment Management
FRC

WCM Investment Management’s First Republic Bank FRC Stock Holding History

WCM 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
2022
Q2 		– Sell
-2,972,569
Closed -$482M – 218
2022
Q1 		$482M Buy
2,972,569
+50,517
+2% +$8.81M 1.35% 21
2021
Q4 		$603M Buy
2,922,052
+130,514
+5% +$27.5M 1.36% 21
2021
Q3 		$538M Buy
2,791,538
+211,905
+8% +$41.7M 1.24% 20
2021
Q2 		$483M Buy
2,579,633
+11,385
+0.4% +$2.09M 1.23% 19
2021
Q1 		$428M Buy
2,568,248
+88,071
+4% +$14.3M 1.17% 17
2020
Q4 		$364M Buy
2,480,177
+360,733
+17% +$47M 0.99% 19
2020
Q3 		$231M Buy
2,119,444
+179,252
+9% +$19.9M 0.81% 26
2020
Q2 		$206M Buy
1,940,192
+191,035
+11% +$19.6M 0.79% 21
2020
Q1 		$144M Buy
1,749,157
+90,766
+5% +$9.61M 0.79% 23
2019
Q4 		$195M Sell
1,658,391
-33,413
-2% -$3.61M 1.05% 17
2019
Q3 		$164M Buy
1,691,804
+83,095
+5% +$7.88M 0.98% 20
2019
Q2 		$157M Buy
1,608,709
+215,003
+15% +$21.7M 0.98% 20
2019
Q1 		$140M Buy
1,393,706
+10,777
+0.8% +$1.06M 0.97% 19
2018
Q4 		$120M Buy
1,382,929
+91,403
+7% +$8.34M 1.07% 18
2018
Q3 		$124M Buy
1,291,526
+410,403
+47% +$41.3M 1.11% 17
2018
Q2 		$85.3M Buy
881,123
+143,601
+19% +$13.9M 0.88% 25
2018
Q1 		$68.3M Buy
737,522
+19,100
+3% +$1.76M 0.64% 23
2017
Q4 		$62.2M Buy
718,422
+317,536
+79% +$30.1M 0.7% 26
2017
Q3 		$41.9M Buy
400,886
+30,019
+8% +$2.98M 0.53% 30
2017
Q2 		$37.1M Buy
370,867
+60,556
+20% +$5.72M 0.57% 29
2017
Q1 		$29.1M Buy
+310,311
New +$29.2M 0.31% 50

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

WCM Investment Management's FRC Position: Q2 2022 in Review

WCM Investment Management sold out of First Republic Bank (FRC) in Q2 2022, closing a stake of 2,972,569 shares — an estimated $482M sold.

WCM Investment Management first reported a position in FRC in Q1 2017 and held it in 21 quarters. The position peaked at $603M in Q4 2021. 724 funds tracked by Wall St. Rank hold FRC as of Q2 2022.

  • WCM Investment Management reported no remaining First Republic Bank position as of Q2 2022 after selling out during the quarter.
  • WCM Investment Management sold 2,972,569 First Republic Bank shares in Q2 2022, an estimated $482M.
  • WCM Investment Management first reported a position in First Republic Bank in Q1 2017 and held it in 21 quarters.
  • WCM Investment Management's First Republic Bank position peaked at $603M in Q4 2021.
  • 724 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2022.

Based on WCM Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.