AWM
FFWM

Avior Wealth Management’s First Foundation Inc FFWM Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-18
Closed -$135 – 2772
2024
Q1 		$135 Buy
+18
New +$154 ﹤0.01% 3050

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's FFWM Position: Q2 2024 in Review

Avior Wealth Management sold out of First Foundation Inc (FFWM) in Q2 2024, closing a stake of 18 shares — an estimated $135 sold.

Avior Wealth Management first reported a position in FFWM in Q1 2024 and held it in 1 quarter. The position peaked at $135 in Q1 2024. 155 funds tracked by Wall St. Rank hold FFWM as of Q2 2024.

  • Avior Wealth Management reported no remaining First Foundation Inc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 18 First Foundation Inc shares in Q2 2024, an estimated $135.
  • Avior Wealth Management first reported a position in First Foundation Inc in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's First Foundation Inc position peaked at $135 in Q1 2024.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.