First Republic Investment Management, Inc. Schwab Fundamental U S Small C Transaction History

First Republic Investment Management, Inc.

  • $34.7 Billion
  • Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 7,184 shares of FNDA stock, worth $209,485. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,184
Previous 11,331 36.6%
Holding current value
$209,485
Previous $571,000 39.05%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$47.76 - $53.58 $198,060 - $222,196
-4,147 Reduced 36.6%
7,184 $348,000
Q2 2023

Jul 28, 2023
SELL
$46.06 - $50.45 $37,400 - $40,965
-812 Reduced 6.69%
11,331 $571,000
Q1 2023

May 11, 2023
BUY
$46.21 - $53.63 $15,249 - $17,697
330 Added 2.79%
12,143 $590,000
Q4 2022

Feb 13, 2023
BUY
$43.53 - $50.11 $514,219 - $591,949
11,813 New
11,813 $551,000
Q2 2022

Aug 16, 2022
BUY
$44.28 - $53.81 $92,855 - $112,839
2,097 Added 54.45%
5,948 $269,000
Q1 2022

May 16, 2022
SELL
$50.55 - $56.5 $33,312 - $37,233
-659 Reduced 14.61%
3,851 $206,000
Q4 2021

Feb 09, 2022
SELL
$52.31 - $57.77 $72,240 - $79,780
-1,381 Reduced 23.44%
4,510 $251,000
Q3 2021

Nov 12, 2021
BUY
$50.41 - $54.9 $37,908 - $41,284
752 Added 14.63%
5,891 $310,000
Q2 2021

Aug 16, 2021
BUY
$50.53 - $56.06 $259,673 - $288,092
5,139 New
5,139 $280,000
Q3 2018

Nov 13, 2018
SELL
N/A
-5,667 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
5,667 New
5,667 $226,000

Others Institutions Holding FNDA

# of Institutions
429
Shares Held
123M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
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