First Republic Investment Management, Inc. Schwab Fundamental Emerging Mk Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 12, 2019	SELL	N/A	-61,120 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-61,658 Reduced 50.22%	61,120 $1.76 Million
Q2 2018 Aug 14, 2018	BUY	N/A	122,778 New	122,778 $3.4 Million

Others Institutions Holding FNDE

# of Institutions

336

Shares Held

163M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

124M
Shares

$3.78 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$113 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$75.4 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$64.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$58.2 Million
0.01% of portfolio

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