BTI
FFWM

Blue Trust Inc’s First Foundation Inc FFWM Stock Holding History

Blue Trust 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
2024
Q4 		– Sell
-125
Closed -$819 – 2613
2024
Q3 		$819 Buy
+125
New +$800 ﹤0.01% 2726
2023
Q2 		– Sell
-110
Closed -$2K – 2179
2023
Q1 		$2K Buy
+110
New +$1.47K ﹤0.01% 1999

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blue Trust Inc's FFWM Position: Q4 2024 in Review

Blue Trust Inc sold out of First Foundation Inc (FFWM) in Q4 2024, closing a stake of 125 shares — an estimated $819 sold.

Blue Trust Inc first reported a position in FFWM in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 161 funds tracked by Wall St. Rank hold FFWM as of Q4 2024.

  • Blue Trust Inc reported no remaining First Foundation Inc position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 125 First Foundation Inc shares in Q4 2024, an estimated $819.
  • Blue Trust Inc first reported a position in First Foundation Inc in Q1 2023 and held it in 2 quarters.
  • Blue Trust Inc's First Foundation Inc position peaked at $2K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.