Canada Life’s First Foundation Inc FFWM Stock Holding History

Canada Life’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
2023 Q4	–	Sell	-2,515	Closed	-$15K	–	2188
2023 Q3	$15K	Hold	2,515	–	–	﹤0.01%	2172
2023 Q2	$10K	Hold	2,515	–	–	﹤0.01%	2239
2023 Q1	$19K	Hold	2,515	–	–	﹤0.01%	2221
2022 Q4	$36K	Hold	2,515	–	–	﹤0.01%	2141
2022 Q3	$46K	Hold	2,515	–	–	﹤0.01%	2111
2022 Q2	$52K	Hold	2,515	–	–	﹤0.01%	2054
2022 Q1	$65K	Hold	2,515	–	–	﹤0.01%	2096
2021 Q4	$62K	Hold	2,515	–	–	﹤0.01%	2121
2021 Q3	$67K	Hold	2,515	–	–	﹤0.01%	2151
2021 Q2	$57K	Hold	2,515	–	–	﹤0.01%	2228
2021 Q1	$59K	Hold	2,515	–	–	﹤0.01%	2242
2020 Q4	$50K	Hold	2,515	–	–	﹤0.01%	2277
2020 Q3	$33K	Sell	2,515 -228	-8%	-$3.46K	﹤0.01%	2297
2020 Q2	$45K	Buy	2,743 +42	+2%	+$564	﹤0.01%	2245
2020 Q1	$28K	Sell	2,701 -2	-0.1%	-$30	﹤0.01%	2299
2019 Q4	$46K	Buy	+2,703	New	+$43.5K	﹤0.01%	2289
2019 Q3	–	Sell	-3,000	Closed	-$40K	–	1514
2019 Q2	$40K	Hold	3,000	–	–	﹤0.01%	2495
2019 Q1	$41K	Hold	3,000	–	–	﹤0.01%	2297
2018 Q4	$37K	Hold	3,000	–	–	﹤0.01%	2458
2018 Q3	$47K	Hold	3,000	–	–	﹤0.01%	2409
2018 Q2	$56K	Hold	3,000	–	–	﹤0.01%	2376
2018 Q1	$56K	Hold	3,000	–	–	﹤0.01%	2336
2017 Q4	$56K	Hold	3,000	–	–	﹤0.01%	2333
2017 Q3	$54K	Hold	3,000	–	–	﹤0.01%	2318
2017 Q2	$49K	Buy	+3,000	New	+$47.8K	﹤0.01%	2326

Other funds holding FFWM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Life's FFWM Position: Q4 2023 in Review

Canada Life sold out of First Foundation Inc (FFWM) in Q4 2023, closing a stake of 2,515 shares — an estimated $15K sold.

Canada Life first reported a position in FFWM in Q2 2017 and held it in 25 quarters. The position peaked at $67K in Q3 2021. 146 funds tracked by Wall St. Rank hold FFWM as of Q4 2023.

Canada Life reported no remaining First Foundation Inc position as of Q4 2023 after selling out during the quarter.
Canada Life sold 2,515 First Foundation Inc shares in Q4 2023, an estimated $15K.
Canada Life first reported a position in First Foundation Inc in Q2 2017 and held it in 25 quarters.
Canada Life's First Foundation Inc position peaked at $67K in Q3 2021.
146 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2023.

Based on Canada Life's 13F filing for Q4 2023, filed 13 Feb 2024.