Advisor Group’s First Foundation Inc FFWM Stock Holding History

Advisor Group’s Portfolio FFWM Stock Details FFWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	4652
2019 Q3	$5K	Buy	+300	New	+$4.31K	﹤0.01%	4655

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisor Group's FFWM Position: Q4 2019 in Review

Advisor Group held its First Foundation Inc (FFWM) position steady in Q4 2019 at 300 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4652.

Advisor Group first reported a position in FFWM in Q3 2019 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold FFWM as of Q4 2019.

Advisor Group held 300 shares of First Foundation Inc worth $5K as of Q4 2019.
Advisor Group left its First Foundation Inc share count unchanged in Q4 2019.
First Foundation Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4652 holding.
Advisor Group first reported a position in First Foundation Inc in Q3 2019 and has held it in 2 quarters since.
109 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.