First Republic Investment Management, Inc. First Tr Small Cap Core Alphad Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$76.79 - $90.02 $374,044 - $438,487	-4,871 Reduced 59.88%	3,263 $262,000
Q4 2022 Feb 13, 2023	BUY	$76.9 - $84.67 $64,596 - $71,122	840 Added 11.52%	8,134 $638,000
Q3 2022 Nov 03, 2022	BUY	$73.99 - $89.32 $539,683 - $651,500	7,294 New	7,294 $530,000

Others Institutions Holding FYX

# of Institutions

149

Shares Held

6.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

702K
Shares

$62.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

582K
Shares

$52 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

537K
Shares

$48 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

453K
Shares

$40.5 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

385K
Shares

$34.4 Million
0.01% of portfolio

View Full List

About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
Sector ETFs
Industry ETFs

More about FYX

Track This Portfolio

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.

Account