CTA
FFWM

Chesley Taft & Associates’s First Foundation Inc FFWM Stock Holding History

Chesley Taft & Associates’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
Q3 		– Sell
-15,842
Closed -$104K – 325
2024
Q2 		$104K Hold
15,842
– – 0.01% 308
2024
Q1 		$120K Hold
15,842
– – 0.01% 310
2023
Q4 		$153K Hold
15,842
– – 0.01% 300
2023
Q3 		$96.3K Hold
15,842
– – 0.01% 288
2023
Q2 		$62.9K Sell
15,842
-200
-1% -$1.03K ﹤0.01% 291
2023
Q1 		$120K Hold
16,042
– – 0.01% 285
2022
Q4 		$230K Sell
16,042
-2,800
-15% -$43.4K 0.02% 278
2022
Q3 		$342K Hold
18,842
– – 0.03% 241
2022
Q2 		$386K Sell
18,842
-400
-2% -$8.85K 0.03% 244
2022
Q1 		$449K Sell
19,242
-400
-2% -$10.4K 0.03% 239
2021
Q4 		$488K Sell
19,642
-400
-2% -$10.7K 0.03% 239
2021
Q3 		$527K Hold
20,042
– – 0.03% 227
2021
Q2 		$451K Hold
20,042
– – 0.03% 239
2021
Q1 		$470K Buy
20,042
+1,500
+8% +$33.5K 0.03% 228
2020
Q4 		$371K Sell
18,542
-5,500
-23% -$93.7K 0.02% 239
2020
Q3 		$314K Hold
24,042
– – 0.02% 229
2020
Q2 		$393K Sell
24,042
-8,000
-25% -$108K 0.03% 202
2020
Q1 		$327K Hold
32,042
– – 0.03% 210
2019
Q4 		$558K Sell
32,042
-4,000
-11% -$64.4K 0.04% 202
2019
Q3 		$551K Sell
36,042
-3,000
-8% -$43.1K 0.04% 197
2019
Q2 		$525K Sell
39,042
-23,000
-37% -$317K 0.04% 202
2019
Q1 		$842K Hold
62,042
– – 0.07% 166
2018
Q4 		$798K Hold
62,042
– – 0.08% 164
2018
Q3 		$969K Hold
62,042
– – 0.08% 170
2018
Q2 		$1.15M Buy
62,042
+15,242
+33% +$289K 0.1% 161
2018
Q1 		$868K Hold
46,800
– – 0.08% 174
2017
Q4 		$868K Hold
46,800
– – 0.07% 183
2017
Q3 		$837K Buy
46,800
+36,800
+368% +$624K 0.07% 185
2017
Q2 		$164K Sell
10,000
-36,800
-79% -$587K 0.01% 274
2017
Q1 		$726K Hold
46,800
– – 0.07% 195
2016
Q4 		$667K Buy
+46,800
New +$623K 0.07% 197

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
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
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
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Chesley Taft & Associates's FFWM Position: Q3 2024 in Review

Chesley Taft & Associates sold out of First Foundation Inc (FFWM) in Q3 2024, closing a stake of 15,842 shares — an estimated $104K sold.

Chesley Taft & Associates first reported a position in FFWM in Q4 2016 and held it in 31 quarters. The position peaked at $1.15M in Q2 2018. 161 funds tracked by Wall St. Rank hold FFWM as of Q3 2024.

  • Chesley Taft & Associates reported no remaining First Foundation Inc position as of Q3 2024 after selling out during the quarter.
  • Chesley Taft & Associates sold 15,842 First Foundation Inc shares in Q3 2024, an estimated $104K.
  • Chesley Taft & Associates first reported a position in First Foundation Inc in Q4 2016 and held it in 31 quarters.
  • Chesley Taft & Associates's First Foundation Inc position peaked at $1.15M in Q2 2018.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2024.

Based on Chesley Taft & Associates's 13F filing for Q3 2024, filed 7 Oct 2024.