Concourse Financial Group Securities’s First Foundation Inc FFWM Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-1,302	Closed	-$17.4K	–	2378
2022 Q4	$18.7K	Buy	1,302 +128	+11%	+$1.98K	﹤0.01%	1493
2022 Q3	$21K	Buy	1,174 +64	+6%	+$1.27K	﹤0.01%	1294
2022 Q2	$23K	Sell	1,110 -131	-11%	-$2.9K	﹤0.01%	1406
2022 Q1	$30K	Buy	1,241 +427	+52%	+$11.1K	﹤0.01%	1337
2021 Q4	$20K	Buy	814 +207	+34%	+$5.51K	﹤0.01%	1630
2021 Q3	$16K	Buy	607 +152	+33%	+$3.63K	﹤0.01%	1722
2021 Q2	$10K	Buy	455 +85	+23%	+$2.04K	﹤0.01%	1872
2021 Q1	$9K	Buy	+370	New	+$8.27K	﹤0.01%	1789

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Concourse Financial Group Securities's FFWM Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 1,302 shares — an estimated $17.4K sold.

Concourse Financial Group Securities first reported a position in FFWM in Q1 2021 and held it in 8 quarters. The position peaked at $30K in Q1 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

Concourse Financial Group Securities reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 1,302 First Foundation Inc shares in Q1 2023, an estimated $17.4K.
Concourse Financial Group Securities first reported a position in First Foundation Inc in Q1 2021 and held it in 8 quarters.
Concourse Financial Group Securities's First Foundation Inc position peaked at $30K in Q1 2022.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.