CW
FFWM

Connectus Wealth’s First Foundation Inc FFWM Stock Holding History

Connectus Wealth’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
2022
Q4 		– Sell
-56,408
Closed -$1.02M – 451
2022
Q3 		$1.02M Buy
56,408
+3,186
+6% +$63.2K 0.02% 333
2022
Q2 		$1.09M Buy
53,222
+7,230
+16% +$160K 0.02% 261
2022
Q1 		$1.14M Sell
45,992
-2,830
-6% -$73.5K 0.04% 229
2021
Q4 		$1.21M Buy
+48,822
New +$1.3M 0.05% 195

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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Connectus Wealth's FFWM Position: Q4 2022 in Review

Connectus Wealth sold out of First Foundation Inc (FFWM) in Q4 2022, closing a stake of 56,408 shares — an estimated $1.02M sold.

Connectus Wealth first reported a position in FFWM in Q4 2021 and held it in 4 quarters. The position peaked at $1.21M in Q4 2021. 170 funds tracked by Wall St. Rank hold FFWM as of Q4 2022.

  • Connectus Wealth reported no remaining First Foundation Inc position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 56,408 First Foundation Inc shares in Q4 2022, an estimated $1.02M.
  • Connectus Wealth first reported a position in First Foundation Inc in Q4 2021 and held it in 4 quarters.
  • Connectus Wealth's First Foundation Inc position peaked at $1.21M in Q4 2021.
  • 170 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.