Advisory Services Network’s First Foundation Inc FFWM Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-2,330	Closed	-$17.4K	–	2188
2023 Q1	$17.4K	Hold	2,330	–	–	﹤0.01%	2632
2022 Q4	$33.4K	Buy	+2,330	New	+$36.1K	﹤0.01%	2185
2021 Q3	–	Sell	-2,650	Closed	-$60K	–	2029
2021 Q2	$60K	Buy	+2,650	New	+$63.6K	﹤0.01%	1887
2021 Q1	–	Sell	-2,800	Closed	-$56K	–	1852
2020 Q4	$56K	Hold	2,800	–	–	﹤0.01%	1605
2020 Q3	$37K	Buy	+2,800	New	+$42.5K	﹤0.01%	1735
2020 Q2	–	Sell	-2,800	Closed	-$29K	–	1600
2020 Q1	$29K	Sell	2,800 -200	-7%	-$2.96K	﹤0.01%	1649
2019 Q4	$52K	Sell	3,000 -150	-5%	-$2.42K	﹤0.01%	1475
2019 Q3	$42K	Hold	3,150	–	–	﹤0.01%	1445
2019 Q2	$42K	Hold	3,150	–	–	﹤0.01%	1443
2019 Q1	$43K	Buy	+3,150	New	+$45.5K	﹤0.01%	1292

Other funds holding FFWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Advisory Services Network's FFWM Position: Q2 2023 in Review

Advisory Services Network sold out of First Foundation Inc (FFWM) in Q2 2023, closing a stake of 2,330 shares — an estimated $17.4K sold.

Advisory Services Network first reported a position in FFWM in Q1 2019 and held it in 10 quarters. The position peaked at $60K in Q2 2021. 142 funds tracked by Wall St. Rank hold FFWM as of Q2 2023.

Advisory Services Network reported no remaining First Foundation Inc position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 2,330 First Foundation Inc shares in Q2 2023, an estimated $17.4K.
Advisory Services Network first reported a position in First Foundation Inc in Q1 2019 and held it in 10 quarters.
Advisory Services Network's First Foundation Inc position peaked at $60K in Q2 2021.
142 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.