BMM
FFWM

Buffington Mohr McNeal’s First Foundation Inc FFWM Stock Holding History

Buffington Mohr McNeal’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
-16,668
Closed -$126K – 126
2024
Q1 		$126K Hold
16,668
– – 0.02% 129
2023
Q4 		$161K Hold
16,668
– – 0.03% 129
2023
Q3 		$101K Hold
16,668
– – 0.02% 119
2023
Q2 		$66.2K Hold
16,668
– – 0.01% 122
2023
Q1 		$124K Hold
16,668
– – 0.03% 123
2022
Q4 		$239K Hold
16,668
– – 0.06% 117
2022
Q3 		$302K Hold
16,668
– – 0.07% 105
2022
Q2 		$341K Buy
+16,668
New +$369K 0.07% 104

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 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 $359M AUM 22.33% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buffington Mohr McNeal's FFWM Position: Q2 2024 in Review

Buffington Mohr McNeal sold out of First Foundation Inc (FFWM) in Q2 2024, closing a stake of 16,668 shares — an estimated $126K sold.

Buffington Mohr McNeal first reported a position in FFWM in Q2 2022 and held it in 8 quarters. The position peaked at $341K in Q2 2022. 155 funds tracked by Wall St. Rank hold FFWM as of Q2 2024.

  • Buffington Mohr McNeal reported no remaining First Foundation Inc position as of Q2 2024 after selling out during the quarter.
  • Buffington Mohr McNeal sold 16,668 First Foundation Inc shares in Q2 2024, an estimated $126K.
  • Buffington Mohr McNeal first reported a position in First Foundation Inc in Q2 2022 and held it in 8 quarters.
  • Buffington Mohr McNeal's First Foundation Inc position peaked at $341K in Q2 2022.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2024.

Based on Buffington Mohr McNeal's 13F filing for Q2 2024, filed 11 Jul 2024.