Evercore Wealth Management, LLC First Republic Bank Transaction History

Evercore Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$12.18 - $147.0 $98,779 - $1.19 Million	8,110 Added 407.54%	10,100 $141,000
Q3 2022 Nov 14, 2022	SELL	$17.63 - $162.71 $3,085 - $28,474	-175 Reduced 8.08%	1,990 $260,000
Q1 2022 May 16, 2022	SELL	$156.48 - $208.09 $346,133 - $460,295	-2,212 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$144.99 - $178.23 $41,177 - $50,617	284 Added 14.73%	2,212 $369,000
Q3 2020 Nov 16, 2020	SELL	$100.94 - $119.36 $46,129 - $54,547	-457 Reduced 19.16%	1,928 $210,000
Q2 2020 Aug 13, 2020	SELL	$81.66 - $120.11 $36,747 - $54,049	-450 Reduced 15.87%	2,385 $253,000
Q1 2020 May 14, 2020	SELL	$75.6 - $120.75 $6,652 - $10,626	-88 Reduced 3.01%	2,835 $233,000
Q3 2019 Nov 14, 2019	BUY	$88.06 - $101.14 $257,399 - $295,632	2,923 New	2,923 $283,000
Q1 2018 May 15, 2018	SELL	$84.96 - $98.78 $68,817 - $80,011	-810 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$92.49 - $104.46 $74,916 - $84,612	810	810 $85,000

2.35M

Ticker FRC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 182,715,008
Market Cap $132M
Description
First Republic Bank, together with its subsidiaries, provides private banking, private business banking, and private wealth management services to clients in metropolitan areas in the United States. It operates in two segments, Commercial Banking and Wealth Management. The company accepts deposit products, such as noninterest-bearing checking, i...

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