CFG
FFWM

Cooper Financial Group’s First Foundation Inc FFWM Stock Holding History

Cooper Financial Group’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
-15,852
Closed -$227K – 306
2022
Q4 		$227K Buy
15,852
+2,769
+21% +$42.9K 0.07% 266
2022
Q3 		$237K Buy
13,083
+2,808
+27% +$55.7K 0.09% 224
2022
Q2 		$210K Buy
10,275
+1,244
+14% +$27.5K 0.08% 238
2022
Q1 		$219K Buy
+9,031
New +$235K 0.08% 224
2021
Q4 		– Sell
-27,384
Closed -$720K – 249
2021
Q3 		$720K Buy
27,384
+7,927
+41% +$189K 0.15% 96
2021
Q2 		$438K Buy
+19,457
New +$467K 0.09% 137

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 $2.37B AUM 34.87% 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 $605M AUM 26% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooper Financial Group's FFWM Position: Q1 2023 in Review

Cooper Financial Group sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 15,852 shares — an estimated $227K sold.

Cooper Financial Group first reported a position in FFWM in Q2 2021 and held it in 6 quarters. The position peaked at $720K in Q3 2021. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • Cooper Financial Group reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • Cooper Financial Group sold 15,852 First Foundation Inc shares in Q1 2023, an estimated $227K.
  • Cooper Financial Group first reported a position in First Foundation Inc in Q2 2021 and held it in 6 quarters.
  • Cooper Financial Group's First Foundation Inc position peaked at $720K in Q3 2021.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Cooper Financial Group's 13F filing for Q1 2023, filed 11 May 2023.