Legacy Wealth Asset Management, LLC First Republic Bank Transaction History

Legacy Wealth Asset Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 14, 2022	BUY	$17.63 - $162.71 $299 - $2,766	17 Added 1.03%	1,663 $217,000
Q2 2022 Jul 19, 2022	SELL	$134.3 - $165.8 $5,237 - $6,466	-39 Reduced 2.31%	1,646 $237,000
Q1 2022 May 12, 2022	BUY	$156.48 - $208.09 $2,347 - $3,121	15 Added 0.9%	1,685 $273,000
Q4 2021 Feb 10, 2022	SELL	$196.19 - $221.91 $6,278 - $7,101	-32 Reduced 1.88%	1,670 $345,000
Q3 2021 Oct 19, 2021	SELL	$186.45 - $203.75 $4,847 - $5,297	-26 Reduced 1.5%	1,702 $328,000
Q2 2021 Jul 14, 2021	SELL	$167.47 - $195.03 $18,086 - $21,063	-108 Reduced 5.88%	1,728 $323,000
Q1 2021 Apr 20, 2021	BUY	$144.99 - $178.23 $434 - $534	3 Added 0.16%	1,836 $306,000
Q4 2020 Mar 25, 2021	BUY	$110.37 - $146.93 $202,308 - $269,322	1,833 New	1,833 $269,000

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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