Wealthspire Advisors (New York)
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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,668
Closed -$445K – 697
2021
Q1 		$445K Buy
2,668
+358
+15% +$58K 0.01% 428
2020
Q4 		$339K Buy
+2,310
New +$301K 0.01% 397
2020
Q2 		– Sell
-3,419
Closed -$281K – 555
2020
Q1 		$281K Buy
+3,419
New +$362K 0.01% 400

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s FRC Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of First Republic Bank (FRC) in Q2 2021, closing a stake of 2,668 shares — an estimated $445K sold.

Wealthspire Advisors (New York) first reported a position in FRC in Q1 2020 and held it in 3 quarters. The position peaked at $445K in Q1 2021. 672 funds tracked by Wall St. Rank hold FRC as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining First Republic Bank position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,668 First Republic Bank shares in Q2 2021, an estimated $445K.
  • Wealthspire Advisors (New York) first reported a position in First Republic Bank in Q1 2020 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s First Republic Bank position peaked at $445K in Q1 2021.
  • 672 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.