Montag & Caldwell, LLC First Republic Bank Transaction History

Montag & Caldwell, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 11, 2021	SELL	$144.99 - $178.23 $231,114 - $284,098	-1,594 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$110.37 - $146.93 $175,929 - $234,206	1,594 New	1,594 $234,000
Q1 2020 May 01, 2020	SELL	$75.6 - $120.75 $201,625 - $322,040	-2,667 Closed	0 $0
Q3 2019 Nov 04, 2019	BUY	$88.06 - $101.14 $15,850 - $18,205	180 Added 7.24%	2,667 $258,000
Q1 2019 May 01, 2019	BUY	$84.34 - $105.44 $8,434 - $10,544	100 Added 4.19%	2,487 $250,000
Q4 2018 Feb 01, 2019	BUY	$80.23 - $99.64 $191,509 - $237,840	2,387 New	2,387 $207,000
Q3 2018 Nov 01, 2018	SELL	$95.97 - $106.2 $353,649 - $391,347	-3,685 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	$89.51 - $103.38 $329,844 - $380,955	3,685 New	3,685 $357,000

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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