Rmr Wealth Builders First Republic Bank Transaction History

Rmr Wealth Builders

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	BUY	$111.47 - $142.35 $219,150 - $279,860	1,966 New	1,966 $239,000
Q3 2022 Nov 08, 2022	BUY	$17.63 - $162.71 $1,992 - $18,386	113 Added 6.1%	1,966 $257,000
Q1 2022 May 13, 2022	BUY	$156.48 - $208.09 $289,957 - $385,590	1,853 New	1,853 $300,000
Q4 2021 Feb 02, 2022	SELL	$196.19 - $221.91 $363,540 - $411,199	-1,853 Closed	0 $0
Q4 2019 Mar 03, 2020	BUY	$91.71 - $117.9 $169,938 - $218,468	1,853 New	1,853 $218,000

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 Rmr Wealth Builders, based on Form 13F filings with the SEC.

Stay updated on Rmr Wealth Builders with notifications on news.