AA
FFWM

ALPS Advisors’s First Foundation Inc FFWM Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-16,486
Closed -$236K – 1063
2022
Q4 		$236K Sell
16,486
-86
-0.5% -$1.33K ﹤0.01% 979
2022
Q3 		$301K Buy
16,572
+3,066
+23% +$60.8K ﹤0.01% 782
2022
Q2 		$277K Sell
13,506
-139
-1% -$3.08K ﹤0.01% 876
2022
Q1 		$331K Sell
13,645
-1,340
-9% -$34.8K ﹤0.01% 719
2021
Q4 		$373K Buy
14,985
+192
+1% +$5.12K ﹤0.01% 726
2021
Q3 		$389K Buy
14,793
+523
+4% +$12.5K ﹤0.01% 587
2021
Q2 		$321K Hold
14,270
– – ﹤0.01% 795
2021
Q1 		$335K Sell
14,270
-3,740
-21% -$83.6K ﹤0.01% 685
2020
Q4 		$360K Sell
18,010
-548
-3% -$9.34K ﹤0.01% 590
2020
Q3 		$243K Buy
+18,558
New +$282K ﹤0.01% 795

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's FFWM Position: Q1 2023 in Review

ALPS Advisors sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 16,486 shares — an estimated $236K sold.

ALPS Advisors first reported a position in FFWM in Q3 2020 and held it in 10 quarters. The position peaked at $389K in Q3 2021. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • ALPS Advisors reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • ALPS Advisors sold 16,486 First Foundation Inc shares in Q1 2023, an estimated $236K.
  • ALPS Advisors first reported a position in First Foundation Inc in Q3 2020 and held it in 10 quarters.
  • ALPS Advisors's First Foundation Inc position peaked at $389K in Q3 2021.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.