Pinnacle Wealth Planning Services, Inc. First Republic Bank Transaction History

Pinnacle Wealth Planning Services, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	BUY	$17.63 - $162.71 $546 - $5,044	31 Added 2.05%	1,543 $201,000
Q2 2022 Aug 03, 2022	BUY	$134.3 - $165.8 $203,061 - $250,689	1,512 New	1,512 $218,000
Q1 2021 Apr 29, 2021	SELL	$144.99 - $178.23 $120,631 - $148,287	-832 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$110.37 - $146.93 $91,827 - $122,245	832 New	832 $123,000

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 Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.