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

Wipfli 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
2022 Q3	$171K	Buy	+1,312	New	+$202K	0.01%	500

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wipfli Financial Advisors's FRC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Republic Bank (FRC) in Q3 2022: 1,312 shares worth $171K. The stake represents 0.01% of the portfolio and ranks #500 among its holdings.

727 funds tracked by Wall St. Rank hold FRC as of Q3 2022.

Wipfli Financial Advisors held 1,312 shares of First Republic Bank worth $171K as of Q3 2022.
First Republic Bank was a new Wipfli Financial Advisors position in Q3 2022.
First Republic Bank made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #500 holding.
727 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.