CASC
FFWM

Coppell Advisory Solutions Corp’s First Foundation Inc FFWM Stock Holding History

Coppell Advisory Solutions Corp’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
-13,140
Closed -$188K – 506
2022
Q4 		$188K Buy
+13,140
New +$203K 0.06% 169

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
First Trust Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions Corp's FFWM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 13,140 shares — an estimated $188K sold.

Coppell Advisory Solutions Corp first reported a position in FFWM in Q4 2022 and held it in 1 quarter. The position peaked at $188K in Q4 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 13,140 First Foundation Inc shares in Q1 2023, an estimated $188K.
  • Coppell Advisory Solutions Corp first reported a position in First Foundation Inc in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Foundation Inc position peaked at $188K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.