Moneta Group Investment Advisors LLC First Republic Bank Transaction History

Moneta Group Investment Advisors LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 16, 2023	SELL	$111.47 - $142.35 $48,935 - $62,491	-439 Reduced 22.86%	1,481 $180,000
Q4 2022 Feb 16, 2023	SELL	$111.47 - $142.35 $214 Million - $273 Million	-1,918,238 Reduced 99.9%	1,920 $234,000
Q4 2022 Feb 15, 2023	BUY	$111.47 - $142.35 $214 Million - $273 Million	1,918,419 Added 110317.37%	1,920,158 $234 Million
Q3 2022 Nov 14, 2022	SELL	$17.63 - $162.71 $3,455 - $31,891	-196 Reduced 10.13%	1,739 $227,000
Q2 2022 Aug 15, 2022	BUY	$134.3 - $165.8 $29,546 - $36,476	220 Added 12.83%	1,935 $279,000
Q1 2022 May 11, 2022	BUY	$156.48 - $208.09 $156 - $208	1 Added 0.06%	1,715 $278,000
Q4 2021 Feb 11, 2022	BUY	$196.19 - $221.91 $588 - $665	3 Added 0.18%	1,714 $354,000
Q3 2021 Nov 12, 2021	SELL	$186.45 - $203.75 $745 - $815	-4 Reduced 0.23%	1,711 $330,000
Q2 2021 Aug 13, 2021	SELL	$167.47 - $195.03 $2.02 Million - $2.35 Million	-12,075 Reduced 87.56%	1,715 $321,000
Q2 2018 Aug 14, 2018	BUY	$89.51 - $103.38 $1.23 Million - $1.43 Million	13,790 New	13,790 $14,000
Q1 2018 May 14, 2018	SELL	$84.96 - $98.78 $186,912 - $217,316	-2,200 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$92.49 - $104.46 $203,478 - $229,812	2,200	2,200 $230,000

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...

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.