AssetMark Inc’s First Foundation Inc FFWM Stock Holding History

AssetMark Inc’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	-872	Closed	-$12.5K	–	1632
2022 Q4	$12.5K	Sell	872 -592	-40%	-$9.17K	﹤0.01%	1276
2022 Q3	$27K	Buy	1,464 +362	+33%	+$7.18K	﹤0.01%	1076
2022 Q2	$23K	Buy	1,102 +652	+145%	+$14.4K	﹤0.01%	1093
2022 Q1	$11K	Buy	+450	New	+$11.7K	﹤0.01%	1174

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

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

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

AssetMark Inc's FFWM Position: Q1 2023 in Review

AssetMark Inc sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 872 shares — an estimated $12.5K sold.

AssetMark Inc first reported a position in FFWM in Q1 2022 and held it in 4 quarters. The position peaked at $27K in Q3 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

AssetMark Inc reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
AssetMark Inc sold 872 First Foundation Inc shares in Q1 2023, an estimated $12.5K.
AssetMark Inc first reported a position in First Foundation Inc in Q1 2022 and held it in 4 quarters.
AssetMark Inc's First Foundation Inc position peaked at $27K in Q3 2022.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on AssetMark Inc's 13F filing for Q1 2023, filed 5 May 2023.