YWP
FRC

YorkBridge Wealth Partners’s First Republic Bank FRC Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$275K Buy
2,256
+56
+3% +$6.83K 0.07% 208
2022
Q3 		$287K Buy
2,200
+54
+3% +$8.29K 0.07% 204
2022
Q2 		$309K Buy
2,146
+123
+6% +$18.4K 0.08% 185
2022
Q1 		$328K Sell
2,023
-135
-6% -$23.6K 0.07% 222
2021
Q4 		$446K Buy
2,158
+30
+1% +$6.33K 0.1% 162
2021
Q3 		$410K Buy
2,128
+168
+9% +$33.1K 0.1% 157
2021
Q2 		$367K Hold
1,960
– – 0.1% 170
2021
Q1 		$327K Buy
1,960
+387
+25% +$62.7K 0.1% 181
2020
Q4 		$231K Buy
+1,573
New +$205K 0.08% 184
2019
Q3 		– Sell
-1,550
Closed -$151K – 705
2019
Q2 		$151K Buy
1,550
+143
+10% +$14.4K 0.07% 224
2019
Q1 		$141K Buy
1,407
+279
+25% +$27.5K 0.07% 223
2018
Q4 		$98K Sell
1,128
-176
-13% -$16.1K 0.05% 249
2018
Q3 		$124K Sell
1,304
-1
-0.1% -$101 0.06% 248
2018
Q2 		$126K Buy
1,305
+47
+4% +$4.54K 0.06% 253
2018
Q1 		$114K Buy
1,258
+108
+9% +$9.96K 0.05% 277
2017
Q4 		$101K Buy
1,150
+1,121
+3,866% +$106K 0.05% 289
2017
Q3 		$3K Hold
29
– – ﹤0.01% 760
2017
Q2 		$3K Hold
29
– – ﹤0.01% 756
2017
Q1 		$3K Hold
29
– – ﹤0.01% 743
2016
Q4 		$2K Buy
+29
New +$2.37K ﹤0.01% 790

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's FRC Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its First Republic Bank (FRC) stake by 2.5% in Q4 2022, buying an estimated $6.83K and bringing the position to 2,256 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #208.

YorkBridge Wealth Partners first reported a position in FRC in Q4 2016 and has held it in 20 quarters since. The position peaked at $446K in Q4 2021. 725 funds tracked by Wall St. Rank hold FRC as of Q4 2022.

  • YorkBridge Wealth Partners held 2,256 shares of First Republic Bank worth $275K as of Q4 2022.
  • YorkBridge Wealth Partners bought 56 First Republic Bank shares in Q4 2022, an estimated $6.83K.
  • First Republic Bank made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #208 holding.
  • YorkBridge Wealth Partners first reported a position in First Republic Bank in Q4 2016 and has held it in 20 quarters since.
  • YorkBridge Wealth Partners's First Republic Bank position peaked at $446K in Q4 2021.
  • 725 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.