Connor, Clark & Lunn Investment Management (CC&L)
FFWM

Connor, Clark & Lunn Investment Management (CC&L)’s First Foundation Inc FFWM Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-55,574
Closed -$796K – 1316
2022
Q4 		$796K Buy
+55,574
New +$860K ﹤0.01% 761

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s FFWM Position: Q1 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 55,574 shares — an estimated $796K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in FFWM in Q4 2022 and held it in 1 quarter. The position peaked at $796K in Q4 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 55,574 First Foundation Inc shares in Q1 2023, an estimated $796K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in First Foundation Inc in Q4 2022 and held it in 1 quarter.
  • Connor, Clark & Lunn Investment Management (CC&L)'s First Foundation Inc position peaked at $796K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2023, filed 10 May 2023.