WAM
FRC

Wealthspire Advisors (Maryland)’s First Republic Bank FRC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-2,615
Closed -$277K – 561
2020
Q2 		$277K Buy
+2,615
New +$268K 0.02% 355
2019
Q2 		– Sell
-1,555
Closed -$156K – 2241
2019
Q1 		$156K Sell
1,555
-105
-6% -$10.3K 0.01% 499
2018
Q4 		$144K Sell
1,660
-25
-1% -$2.28K 0.01% 495
2018
Q3 		$162K Hold
1,685
– – 0.01% 515
2018
Q2 		$163K Buy
1,685
+17
+1% +$1.64K 0.01% 523
2018
Q1 		$154K Sell
1,668
-213
-11% -$19.6K 0.01% 556
2017
Q4 		$163K Sell
1,881
-59
-3% -$5.59K 0.02% 562
2017
Q3 		$203K Sell
1,940
-13
-0.7% -$1.29K 0.02% 469
2017
Q2 		$195K Buy
1,953
+5
+0.3% +$473 0.02% 457
2017
Q1 		$183K Sell
1,948
-542
-22% -$51K 0.03% 422
2016
Q4 		$229K Sell
2,490
-1,396
-36% -$114K 0.03% 334
2016
Q3 		$300K Buy
3,886
+425
+12% +$31.3K 0.05% 277
2016
Q2 		$242K Sell
3,461
-26
-0.7% -$1.8K 0.04% 316
2016
Q1 		$232K Sell
3,487
-49
-1% -$3.14K 0.04% 314
2015
Q4 		$234K Buy
+3,536
New +$234K 0.04% 326

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FRC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of First Republic Bank (FRC) in Q3 2020, closing a stake of 2,615 shares — an estimated $277K sold.

Wealthspire Advisors (Maryland) first reported a position in FRC in Q4 2015 and held it in 15 quarters. The position peaked at $300K in Q3 2016. 566 funds tracked by Wall St. Rank hold FRC as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining First Republic Bank position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,615 First Republic Bank shares in Q3 2020, an estimated $277K.
  • Wealthspire Advisors (Maryland) first reported a position in First Republic Bank in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s First Republic Bank position peaked at $300K in Q3 2016.
  • 566 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.