AG
FFWM

Aperio Group’s First Foundation Inc FFWM Stock Holding History

Aperio 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
2020
Q4 		$358K Buy
17,879
+1,855
+12% +$31.6K ﹤0.01% 2107
2020
Q3 		$209K Buy
16,024
+2,582
+19% +$39.2K ﹤0.01% 2209
2020
Q2 		$220K Buy
13,442
+1,491
+12% +$20K ﹤0.01% 2151
2020
Q1 		$122K Buy
+11,951
New +$177K ﹤0.01% 2189
2019
Q3 		– Sell
-4,263
Closed -$57K – 2465
2019
Q2 		$57K Buy
+4,263
New +$58.8K ﹤0.01% 2509

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's FFWM Position: Q4 2020 in Review

Aperio Group increased its First Foundation Inc (FFWM) stake by 12% in Q4 2020, buying an estimated $31.6K and bringing the position to 17,879 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Aperio Group first reported a position in FFWM in Q2 2019 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold FFWM as of Q4 2020.

  • Aperio Group held 17,879 shares of First Foundation Inc worth $358K as of Q4 2020.
  • Aperio Group bought 1,855 First Foundation Inc shares in Q4 2020, an estimated $31.6K.
  • First Foundation Inc made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2107 holding.
  • Aperio Group first reported a position in First Foundation Inc in Q2 2019 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.