Forum Financial Management, LP First Republic Bank Transaction History

Forum Financial Management, LP

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	SELL	$111.47 - $142.35 $1,783 - $2,277	-16 Reduced 0.7%	2,284 $0
Q2 2022 Aug 15, 2022	BUY	$134.3 - $165.8 $2,148 - $2,652	16 Added 0.7%	2,300 $332,000
Q1 2022 May 16, 2022	SELL	$156.48 - $208.09 $10,171 - $13,525	-65 Reduced 2.77%	2,284 $370,000
Q4 2021 Feb 18, 2022	BUY	$196.19 - $221.91 $460,850 - $521,266	2,349 New	2,349 $485,000

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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