Wealthcare Advisory Partners’s First Republic Bank FRC Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-25	Closed	-$4K	–	2021
2021 Q1	$4K	Buy	+25	New	+$4.05K	﹤0.01%	1747
2020 Q2	–	Sell	-25	Closed	-$2K	–	1458
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	1339
2019 Q4	$3K	Hold	25	–	–	﹤0.01%	1226
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	1253
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	1217
2019 Q1	$3K	Hold	25	–	–	﹤0.01%	1067
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	1107
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	1144
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	1146
2018 Q1	$2K	Sell	25 -40	-62%	-$3.69K	﹤0.01%	984
2017 Q4	$6K	Buy	65 +40	+160%	+$3.79K	﹤0.01%	770
2017 Q3	$3K	Buy	+25	New	+$2.48K	﹤0.01%	744

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

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

Wealthcare Advisory Partners's FRC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Republic Bank (FRC) in Q2 2021, closing a stake of 25 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in FRC in Q3 2017 and held it in 12 quarters. The position peaked at $6K in Q4 2017. 672 funds tracked by Wall St. Rank hold FRC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Republic Bank position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 25 First Republic Bank shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in First Republic Bank in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's First Republic Bank position peaked at $6K in Q4 2017.
672 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.