WFA
FRC

Wells Financial Advisors’s First Republic Bank FRC Stock Holding History

Wells Financial Advisors’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
2024
Q3 		– Sell
-24
Closed – – 113
2024
Q2 		$0 Buy
+24
New – ﹤0.01% 83

Other funds holding FRC

PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Wells Financial Advisors's FRC Position: Q3 2024 in Review

Wells Financial Advisors sold out of First Republic Bank (FRC) in Q3 2024, closing a stake of 24 shares.

Wells Financial Advisors first reported a position in FRC in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 22 funds tracked by Wall St. Rank hold FRC as of Q3 2024.

  • Wells Financial Advisors reported no remaining First Republic Bank position as of Q3 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 24 First Republic Bank shares in Q3 2024.
  • Wells Financial Advisors first reported a position in First Republic Bank in Q2 2024 and held it in 1 quarter.
  • Wells Financial Advisors's First Republic Bank position peaked at $0 in Q2 2024.
  • 22 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2024.

Based on Wells Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.