Mount Yale Investment Advisors, LLC First Republic Bank Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$111.47 - $142.35 $124,511 - $159,004	1,117 Added 12.85%	9,811 $1.2 Million
Q3 2022 Nov 07, 2022	SELL	$17.63 - $162.71 $70 - $650	-4 Reduced 0.05%	8,694 $1.14 Million
Q2 2022 Aug 02, 2022	BUY	$134.3 - $165.8 $77,088 - $95,169	574 Added 7.07%	8,698 $1.25 Million
Q1 2022 May 03, 2022	BUY	$156.48 - $208.09 $12,518 - $16,647	80 Added 0.99%	8,124 $1.32 Million
Q4 2021 Feb 02, 2022	SELL	$196.19 - $221.91 $27,662 - $31,289	-141 Reduced 1.72%	8,044 $1.66 Million
Q3 2021 Nov 02, 2021	SELL	$186.45 - $203.75 $47,917 - $52,363	-257 Reduced 3.04%	8,185 $1.58 Million
Q2 2021 Aug 04, 2021	SELL	$167.47 - $195.03 $17,081 - $19,893	-102 Reduced 1.19%	8,442 $1.58 Million
Q1 2021 May 04, 2021	SELL	$144.99 - $178.23 $146,149 - $179,655	-1,008 Reduced 10.55%	8,544 $1.43 Million
Q4 2020 Feb 12, 2021	BUY	$110.37 - $146.93 $48,231 - $64,208	437 Added 4.79%	9,552 $1.4 Million
Q3 2020 Nov 16, 2020	BUY	$100.94 - $119.36 $336,332 - $397,707	3,332 Added 57.62%	9,115 $994,000
Q2 2020 Jul 09, 2020	BUY	$81.66 - $120.11 $76,025 - $111,822	931 Added 19.19%	5,783 $613,000
Q1 2020 May 04, 2020	BUY	$75.6 - $120.75 $47,703 - $76,193	631 Added 14.95%	4,852 $399,000
Q4 2019 Feb 13, 2020	SELL	$91.71 - $117.9 $10,179 - $13,086	-111 Reduced 2.56%	4,221 $468,000
Q3 2019 Nov 14, 2019	SELL	$88.06 - $101.14 $2,025 - $2,326	-23 Reduced 0.53%	4,332 $476,000
Q2 2019 Aug 13, 2019	SELL	$95.27 - $106.36 $15,243 - $17,017	-160 Reduced 3.54%	4,355 $400,000
Q1 2019 May 15, 2019	BUY	$84.34 - $105.44 $22,434 - $28,047	266 Added 6.26%	4,515 $454,000
Q4 2018 Feb 14, 2019	BUY	$80.23 - $99.64 $722 - $896	9 Added 0.21%	4,249 $427,000
Q3 2018 Nov 13, 2018	SELL	$95.97 - $106.2 $95 - $106	-1 Reduced 0.02%	4,240 $394,000
Q2 2018 Aug 22, 2018	SELL	$89.51 - $103.38 $3,669 - $4,238	-41 Reduced 0.96%	4,241 $410,000
Q1 2018 Jun 25, 2018	BUY	$84.96 - $98.78 $363,798 - $422,975	4,282 New	4,282 $397,000

Others Institutions Holding FRC

# of Institutions

Shares Held

2.35M

Call Options Held

Put Options Held

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About FIRST REPUBLIC BANK

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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