BCM
FFWM

BHZ Capital Management’s First Foundation Inc FFWM Stock Holding History

BHZ Capital 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
-627,068
Closed -$4.73M – 15
2024
Q1 		$4.73M Sell
627,068
-115,287
-16% -$987K 5.38% 4
2023
Q4 		$7.19M Buy
742,355
+187,182
+34% +$1.19M 3.8% 3
2023
Q3 		$3.38M Buy
555,173
+48,895
+10% +$322K 2.79% 6
2023
Q2 		$2.01M Buy
506,278
+179,745
+55% +$926K 1.41% 23
2023
Q1 		$2.43M Buy
326,533
+123,590
+61% +$1.65M 1.13% 24
2022
Q4 		$2.91M Buy
202,943
+190,515
+1,533% +$2.95M 1.28% 23
2022
Q3 		$225K Buy
+12,428
New +$247K 0.09% 109
2020
Q2 		– Sell
-232,814
Closed -$2.38M – 141
2020
Q1 		$2.38M Sell
232,814
-18,857
-7% -$279K 0.89% 35
2019
Q4 		$4.38M Sell
251,671
-24,417
-9% -$393K 1.03% 32
2019
Q3 		$4.22M Sell
276,088
-56,638
-17% -$814K 1.02% 30
2019
Q2 		$4.47M Buy
332,726
+84,671
+34% +$1.17M 1.07% 30
2019
Q1 		$3.37M Buy
248,055
+5,852
+2% +$84.6K 0.84% 35
2018
Q4 		$3.12M Sell
242,203
-14,510
-6% -$219K 0.82% 33
2018
Q3 		$4.01M Buy
256,713
+9,444
+4% +$159K 1% 26
2018
Q2 		$4.58M Buy
+247,269
New +$4.68M 1.31% 22
2017
Q3 		– Sell
-15,229
Closed -$250K – 121
2017
Q2 		$250K Sell
15,229
-40,531
-73% -$646K 0.08% 109
2017
Q1 		$865K Buy
+55,760
New +$853K 0.33% 70

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

BHZ Capital Management's FFWM Position: Q2 2024 in Review

BHZ Capital Management sold out of First Foundation Inc (FFWM) in Q2 2024, closing a stake of 627,068 shares — an estimated $4.73M sold.

BHZ Capital Management first reported a position in FFWM in Q1 2017 and held it in 17 quarters. The position peaked at $7.19M in Q4 2023. 155 funds tracked by Wall St. Rank hold FFWM as of Q2 2024.

  • BHZ Capital Management reported no remaining First Foundation Inc position as of Q2 2024 after selling out during the quarter.
  • BHZ Capital Management sold 627,068 First Foundation Inc shares in Q2 2024, an estimated $4.73M.
  • BHZ Capital Management first reported a position in First Foundation Inc in Q1 2017 and held it in 17 quarters.
  • BHZ Capital Management's First Foundation Inc position peaked at $7.19M in Q4 2023.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2024.

Based on BHZ Capital Management's 13F filing for Q2 2024.