WANY
FRC

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

Wealthspire Advisors (New York)’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,668
Closed -$445K – 697
2021
Q1 		$445K Buy
2,668
+358
+15% +$59.7K 0.01% 428
2020
Q4 		$339K Buy
+2,310
New +$339K 0.01% 397
2020
Q2 		– Sell
-3,419
Closed -$281K – 554
2020
Q1 		$281K Buy
+3,419
New +$281K 0.01% 399