Wealthfront Advisers
FRC

Wealthfront Advisers’s First Republic Bank FRC Stock Holding History

Wealthfront Advisers’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
Q2 		– Sell
-38,782
Closed -$543K – 846
2023
Q1 		$543K Buy
38,782
+33,790
+677% +$3.46M ﹤0.01% 642
2022
Q4 		$608K Buy
4,992
+733
+17% +$89.5K ﹤0.01% 599
2022
Q3 		$556K Sell
4,259
-867
-17% -$133K ﹤0.01% 578
2022
Q2 		$739K Buy
5,126
+2,765
+117% +$414K ﹤0.01% 526
2022
Q1 		$382K Sell
2,361
-492
-17% -$85.8K ﹤0.01% 678
2021
Q4 		$589K Buy
2,853
+382
+15% +$80.6K ﹤0.01% 567
2021
Q3 		$477K Buy
2,471
+527
+27% +$104K ﹤0.01% 565
2021
Q2 		$364K Buy
1,944
+270
+16% +$49.6K ﹤0.01% 556
2021
Q1 		$279K Buy
1,674
+225
+16% +$36.4K ﹤0.01% 510
2020
Q4 		$213K Buy
+1,449
New +$189K ﹤0.01% 517
2020
Q3 		– Sell
-2,136
Closed -$226K – 517
2020
Q2 		$226K Buy
+2,136
New +$219K ﹤0.01% 486
2019
Q2 		– Sell
-4,148
Closed -$417K – 506
2019
Q1 		$417K Buy
+4,148
New +$408K ﹤0.01% 388

Other funds holding FRC

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

Wealthfront Advisers's FRC Position: Q2 2023 in Review

Wealthfront Advisers sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 38,782 shares — an estimated $543K sold.

Wealthfront Advisers first reported a position in FRC in Q1 2019 and held it in 12 quarters. The position peaked at $739K in Q2 2022. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Wealthfront Advisers reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 38,782 First Republic Bank shares in Q2 2023, an estimated $543K.
  • Wealthfront Advisers first reported a position in First Republic Bank in Q1 2019 and held it in 12 quarters.
  • Wealthfront Advisers's First Republic Bank position peaked at $739K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Wealthfront Advisers's 13F filing for Q2 2023, filed 7 Aug 2023.