Axa’s First Foundation Inc FFWM Stock Holding History

Axa’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
2021 Q2	–	Sell	-131,268	Closed	-$3.08M	–	1265
2021 Q1	$3.08M	Buy	+131,268	New	+$2.93M	0.01%	781

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Axa's FFWM Position: Q2 2021 in Review

Axa sold out of First Foundation Inc (FFWM) in Q2 2021, closing a stake of 131,268 shares — an estimated $3.08M sold.

Axa first reported a position in FFWM in Q1 2021 and held it in 1 quarter. The position peaked at $3.08M in Q1 2021. 150 funds tracked by Wall St. Rank hold FFWM as of Q2 2021.

Axa reported no remaining First Foundation Inc position as of Q2 2021 after selling out during the quarter.
Axa sold 131,268 First Foundation Inc shares in Q2 2021, an estimated $3.08M.
Axa first reported a position in First Foundation Inc in Q1 2021 and held it in 1 quarter.
Axa's First Foundation Inc position peaked at $3.08M in Q1 2021.
150 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2021.

Based on Axa's 13F filing for Q2 2021, filed 13 Aug 2021.