WIM
FRC

Westside Investment Management’s First Republic Bank FRC Stock Holding History

Westside Investment Management’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
Q1 		– Sell
-300
Closed -$12 – 920
2023
Q4 		$12 Hold
300
– – ﹤0.01% 864
2023
Q3 		$21 Hold
300
– – ﹤0.01% 837
2023
Q2 		$174 Sell
300
-400
-57% -$4.89K ﹤0.01% 827
2023
Q1 		$9.79K Buy
+700
New +$71.7K ﹤0.01% 594

Other funds holding FRC

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Westside Investment Management's FRC Position: Q1 2024 in Review

Westside Investment Management sold out of First Republic Bank (FRC) in Q1 2024, closing a stake of 300 shares — an estimated $12 sold.

Westside Investment Management first reported a position in FRC in Q1 2023 and held it in 4 quarters. The position peaked at $9.79K in Q1 2023. 28 funds tracked by Wall St. Rank hold FRC as of Q1 2024.

  • Westside Investment Management reported no remaining First Republic Bank position as of Q1 2024 after selling out during the quarter.
  • Westside Investment Management sold 300 First Republic Bank shares in Q1 2024, an estimated $12.
  • Westside Investment Management first reported a position in First Republic Bank in Q1 2023 and held it in 4 quarters.
  • Westside Investment Management's First Republic Bank position peaked at $9.79K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2024.

Based on Westside Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.