CAL
FFWM

Capital Advisors Ltd’s First Foundation Inc FFWM Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-195
Closed -$1K – 1367
2023
Q1 		$1K Buy
+195
New +$2.6K ﹤0.01% 1023

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital Advisors Ltd's FFWM Position: Q2 2023 in Review

Capital Advisors Ltd sold out of First Foundation Inc (FFWM) in Q2 2023, closing a stake of 195 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in FFWM in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 142 funds tracked by Wall St. Rank hold FFWM as of Q2 2023.

  • Capital Advisors Ltd reported no remaining First Foundation Inc position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 195 First Foundation Inc shares in Q2 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in First Foundation Inc in Q1 2023 and held it in 1 quarter.
  • Capital Advisors Ltd's First Foundation Inc position peaked at $1K in Q1 2023.
  • 142 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.