WP
FRC

WealthPLAN Partners’s First Republic Bank FRC Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-438
Closed -$6.13K – 1427
2023
Q1 		$6.13K Buy
+438
New +$44.9K ﹤0.01% 963
2016
Q3 		$11.5K Hold
150
– – ﹤0.01% 575
2016
Q2 		$10.5K Buy
+150
New +$10.4K ﹤0.01% 1714
2015
Q4 		$9.91K Buy
+150
New +$9.91K ﹤0.01% 1150

Other funds holding FRC

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $6.93B AUM 20.35% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B 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 $280B 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