First Republic Investment Management, Inc. Schwab Fundamental U S Small C Transaction History

First Republic Investment Management, Inc.

  • $34.7 Billion
  • Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 7,184 shares of FNDA stock, worth $203,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,184
Previous 11,331 36.6%
Holding current value
$203,307
Previous $571,000 39.05%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$47.76 - $53.58 $198,060 - $222,196
-4,147 Reduced 36.6%
7,184 $348,000
Q2 2023

Jul 28, 2023
SELL
$46.06 - $50.45 $37,400 - $40,965
-812 Reduced 6.69%
11,331 $571,000
Q1 2023

May 11, 2023
BUY
$46.21 - $53.63 $15,249 - $17,697
330 Added 2.79%
12,143 $590,000
Q4 2022

Feb 13, 2023
BUY
$43.53 - $50.11 $514,219 - $591,949
11,813 New
11,813 $551,000
Q2 2022

Aug 16, 2022
BUY
$44.28 - $53.81 $92,855 - $112,839
2,097 Added 54.45%
5,948 $269,000
Q1 2022

May 16, 2022
SELL
$50.55 - $56.5 $33,312 - $37,233
-659 Reduced 14.61%
3,851 $206,000
Q4 2021

Feb 09, 2022
SELL
$52.31 - $57.77 $72,240 - $79,780
-1,381 Reduced 23.44%
4,510 $251,000
Q3 2021

Nov 12, 2021
BUY
$50.41 - $54.9 $37,908 - $41,284
752 Added 14.63%
5,891 $310,000
Q2 2021

Aug 16, 2021
BUY
$50.53 - $56.06 $259,673 - $288,092
5,139 New
5,139 $280,000
Q3 2018

Nov 13, 2018
SELL
N/A
-5,667 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
5,667 New
5,667 $226,000

Others Institutions Holding FNDA

# of Institutions
455
Shares Held
247M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track First Republic Investment Management, Inc. Portfolio

Follow First Republic Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Republic Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Republic Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email