Advisornet Financial’s First Foundation Inc FFWM Stock Holding History

Advisornet Financial’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
2024 Q1	–	Sell	-398	Closed	-$3.85K	–	2198
2023 Q4	$3.85K	Hold	398	–	–	﹤0.01%	1541
2023 Q3	$2.42K	Hold	398	–	–	﹤0.01%	1587
2023 Q2	$1.58K	Hold	398	–	–	﹤0.01%	1776
2023 Q1	$2.96K	Hold	398	–	–	﹤0.01%	1598
2022 Q4	$5.7K	Hold	398	–	–	﹤0.01%	1442
2022 Q3	$7K	Hold	398	–	–	﹤0.01%	1423
2022 Q2	$8K	Hold	398	–	–	﹤0.01%	1397
2022 Q1	$10K	Hold	398	–	–	﹤0.01%	1441
2021 Q4	$10K	Hold	398	–	–	﹤0.01%	1483
2021 Q3	$10K	Hold	398	–	–	﹤0.01%	1447
2021 Q2	$9K	Hold	398	–	–	﹤0.01%	1438
2021 Q1	$9K	Hold	398	–	–	﹤0.01%	1384
2020 Q4	$8K	Hold	398	–	–	﹤0.01%	1340
2020 Q3	$5K	Hold	398	–	–	﹤0.01%	1417
2020 Q2	$7K	Hold	398	–	–	﹤0.01%	1386
2020 Q1	$4K	Hold	398	–	–	﹤0.01%	1470
2019 Q4	$7K	Hold	398	–	–	﹤0.01%	1463
2019 Q3	$6K	Hold	398	–	–	﹤0.01%	1493
2019 Q2	$5K	Hold	398	–	–	﹤0.01%	1383
2019 Q1	$5K	Hold	398	–	–	﹤0.01%	1316
2018 Q4	$5K	Hold	398	–	–	﹤0.01%	1228
2018 Q3	$6K	Hold	398	–	–	﹤0.01%	1241
2018 Q2	$7K	Hold	398	–	–	﹤0.01%	1224
2018 Q1	$7K	Hold	398	–	–	﹤0.01%	1162
2017 Q4	$7K	Buy	+398	New	+$7.35K	﹤0.01%	1060

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

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

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Advisornet Financial's FFWM Position: Q1 2024 in Review

Advisornet Financial sold out of First Foundation Inc (FFWM) in Q1 2024, closing a stake of 398 shares — an estimated $3.85K sold.

Advisornet Financial first reported a position in FFWM in Q4 2017 and held it in 25 quarters. The position peaked at $10K in Q1 2022. 155 funds tracked by Wall St. Rank hold FFWM as of Q1 2024.

Advisornet Financial reported no remaining First Foundation Inc position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 398 First Foundation Inc shares in Q1 2024, an estimated $3.85K.
Advisornet Financial first reported a position in First Foundation Inc in Q4 2017 and held it in 25 quarters.
Advisornet Financial's First Foundation Inc position peaked at $10K in Q1 2022.
155 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.