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 $550B AUM 43.33% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 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 $27.1B AUM 20.2% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $12.6B AUM 41.69% 1-Year Est. Return

WealthPLAN Partners's FRC Position: Q2 2023 in Review

WealthPLAN Partners sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 438 shares — an estimated $6.13K sold.

WealthPLAN Partners first reported a position in FRC in Q4 2015 and held it in 4 quarters. The position peaked at $11.5K in Q3 2016. 90 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • WealthPLAN Partners reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 438 First Republic Bank shares in Q2 2023, an estimated $6.13K.
  • WealthPLAN Partners first reported a position in First Republic Bank in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's First Republic Bank position peaked at $11.5K in Q3 2016.
  • 90 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.