WealthOne’s First Republic Bank FRC Stock Holding History

WealthOne’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 Q1	–	Sell	-34	Closed	-$3K	–	582
2018 Q4	$3K	Buy	+34	New	+$3.1K	﹤0.01%	545

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WealthOne's FRC Position: Q1 2019 in Review

WealthOne sold out of First Republic Bank (FRC) in Q1 2019, closing a stake of 34 shares — an estimated $3K sold.

WealthOne first reported a position in FRC in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 548 funds tracked by Wall St. Rank hold FRC as of Q1 2019.

WealthOne reported no remaining First Republic Bank position as of Q1 2019 after selling out during the quarter.
WealthOne sold 34 First Republic Bank shares in Q1 2019, an estimated $3K.
WealthOne first reported a position in First Republic Bank in Q4 2018 and held it in 1 quarter.
WealthOne's First Republic Bank position peaked at $3K in Q4 2018.
548 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.