BCM
FFWM

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

Brookmont 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
2022
Q2 		– Sell
-8,361
Closed -$203K – 50
2022
Q1 		$203K Hold
8,361
– – 0.12% 57
2021
Q4 		$208K Buy
8,361
+526
+7% +$14K 0.11% 59
2021
Q3 		$206K Buy
+7,835
New +$187K 0.12% 53

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Brookmont Capital Management's FFWM Position: Q2 2022 in Review

Brookmont Capital Management sold out of First Foundation Inc (FFWM) in Q2 2022, closing a stake of 8,361 shares — an estimated $203K sold.

Brookmont Capital Management first reported a position in FFWM in Q3 2021 and held it in 3 quarters. The position peaked at $208K in Q4 2021. 163 funds tracked by Wall St. Rank hold FFWM as of Q2 2022.

  • Brookmont Capital Management reported no remaining First Foundation Inc position as of Q2 2022 after selling out during the quarter.
  • Brookmont Capital Management sold 8,361 First Foundation Inc shares in Q2 2022, an estimated $203K.
  • Brookmont Capital Management first reported a position in First Foundation Inc in Q3 2021 and held it in 3 quarters.
  • Brookmont Capital Management's First Foundation Inc position peaked at $208K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2022.

Based on Brookmont Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.