Aviva’s First Foundation Inc FFWM Stock Holding History

Aviva’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 Q3	–	Sell	-92,883	Closed	-$1.9M	–	1023
2022 Q2	$1.9M	Buy	92,883 +62,447	+205%	+$1.38M	0.01%	857
2022 Q1	$739K	Buy	+30,436	New	+$791K	﹤0.01%	997

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Aviva's FFWM Position: Q3 2022 in Review

Aviva sold out of First Foundation Inc (FFWM) in Q3 2022, closing a stake of 92,883 shares — an estimated $1.9M sold.

Aviva first reported a position in FFWM in Q1 2022 and held it in 2 quarters. The position peaked at $1.9M in Q2 2022. 164 funds tracked by Wall St. Rank hold FFWM as of Q3 2022.

Aviva reported no remaining First Foundation Inc position as of Q3 2022 after selling out during the quarter.
Aviva sold 92,883 First Foundation Inc shares in Q3 2022, an estimated $1.9M.
Aviva first reported a position in First Foundation Inc in Q1 2022 and held it in 2 quarters.
Aviva's First Foundation Inc position peaked at $1.9M in Q2 2022.
164 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2022.

Based on Aviva's 13F filing for Q3 2022, filed 14 Nov 2022.