Apriem Advisors’s First Foundation Inc FFWM Stock Holding History

Apriem 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
2022 Q4	–	Sell	-16,700	Closed	-$303K	–	148
2022 Q3	$303K	Hold	16,700	–	–	0.05%	114
2022 Q2	$342K	Sell	16,700 -3,300	-17%	-$73K	0.06%	108
2022 Q1	$486K	Hold	20,000	–	–	0.07%	97
2021 Q4	$497K	Hold	20,000	–	–	0.07%	96
2021 Q3	$526K	Hold	20,000	–	–	0.08%	88
2021 Q2	$450K	Hold	20,000	–	–	0.07%	94
2021 Q1	$469K	Hold	20,000	–	–	0.07%	88
2020 Q4	$400K	Hold	20,000	–	–	0.07%	89
2020 Q3	$261K	Hold	20,000	–	–	0.05%	106
2020 Q2	$327K	Hold	20,000	–	–	0.07%	90
2020 Q1	$204K	Hold	20,000	–	–	0.05%	104
2019 Q4	$348K	Hold	20,000	–	–	0.07%	90
2019 Q3	$306K	Hold	20,000	–	–	0.07%	97
2019 Q2	$269K	Hold	20,000	–	–	0.08%	108
2019 Q1	$271K	Hold	20,000	–	–	0.07%	105
2018 Q4	$257K	Hold	20,000	–	–	0.09%	101
2018 Q3	$312K	Hold	20,000	–	–	0.07%	106
2018 Q2	$371K	Hold	20,000	–	–	0.08%	87
2018 Q1	$371K	Hold	20,000	–	–	0.09%	85
2017 Q4	$371K	Hold	20,000	–	–	0.09%	85
2017 Q3	$358K	Hold	20,000	–	–	0.09%	94
2017 Q2	$329K	Hold	20,000	–	–	0.09%	92
2017 Q1	$310K	Hold	20,000	–	–	0.08%	91
2016 Q4	$285K	Hold	20,000	–	–	0.08%	95
2016 Q3	$247K	Hold	20,000	–	–	0.07%	101
2016 Q2	$215K	Hold	20,000	–	–	0.07%	113
2016 Q1	$224K	Hold	20,000	–	–	0.09%	92
2015 Q4	$236K	Hold	20,000	–	–	0.08%	85
2015 Q3	$228K	Buy	+20,000	New	+$215K	0.08%	87

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

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIP

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Apriem Advisors's FFWM Position: Q4 2022 in Review

Apriem Advisors sold out of First Foundation Inc (FFWM) in Q4 2022, closing a stake of 16,700 shares — an estimated $303K sold.

Apriem Advisors first reported a position in FFWM in Q3 2015 and held it in 29 quarters. The position peaked at $526K in Q3 2021. 170 funds tracked by Wall St. Rank hold FFWM as of Q4 2022.

Apriem Advisors reported no remaining First Foundation Inc position as of Q4 2022 after selling out during the quarter.
Apriem Advisors sold 16,700 First Foundation Inc shares in Q4 2022, an estimated $303K.
Apriem Advisors first reported a position in First Foundation Inc in Q3 2015 and held it in 29 quarters.
Apriem Advisors's First Foundation Inc position peaked at $526K in Q3 2021.
170 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2022.

Based on Apriem Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.