Wealthspire Advisors, LLC First Republic Bank Transaction History

Wealthspire Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$167.47 - $195.03 $446,809 - $520,340	-2,668 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$144.99 - $178.23 $51,906 - $63,806	358 Added 15.5%	2,668 $445,000
Q4 2020 Feb 16, 2021	BUY	$110.37 - $146.93 $254,954 - $339,408	2,310 New	2,310 $339,000
Q2 2020 Aug 14, 2020	SELL	$81.66 - $120.11 $279,195 - $410,656	-3,419 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$75.6 - $120.75 $258,476 - $412,844	3,419 New	3,419 $281,000

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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