CIC
FFWM

Cornercap Investment Counsel’s First Foundation Inc FFWM Stock Holding History

Cornercap Investment Counsel’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
2024
Q3 		– Sell
-74,139
Closed -$486K – 570
2024
Q2 		$486K Hold
74,139
– – 0.08% 469
2024
Q1 		$560K Buy
74,139
+16,436
+28% +$141K 0.09% 386
2023
Q4 		$559K Sell
57,703
-54,567
-49% -$348K 0.09% 386
2023
Q3 		$683K Sell
112,270
-2,144
-2% -$14.1K 0.12% 333
2023
Q2 		$454K Sell
114,414
-3,856
-3% -$19.9K 0.08% 425
2023
Q1 		$881K Buy
+118,270
New +$1.58M 0.16% 290
2020
Q4 		– Sell
-57,281
Closed -$749K – 503
2020
Q3 		$749K Buy
57,281
+1,894
+3% +$28.7K 0.11% 329
2020
Q2 		$905K Sell
55,387
-10,663
-16% -$143K 0.15% 233
2020
Q1 		$675K Buy
+66,050
New +$976K 0.13% 290
2019
Q4 		– Sell
-69,825
Closed -$1.07M – 420
2019
Q3 		$1.07M Buy
+69,825
New +$1M 0.15% 219
2017
Q4 		– Sell
-43,665
Closed -$781K – 411
2017
Q3 		$781K Buy
43,665
+6,895
+19% +$117K 0.11% 247
2017
Q2 		$604K Buy
+36,770
New +$586K 0.1% 223

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
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
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Cornercap Investment Counsel's FFWM Position: Q3 2024 in Review

Cornercap Investment Counsel sold out of First Foundation Inc (FFWM) in Q3 2024, closing a stake of 74,139 shares — an estimated $486K sold.

Cornercap Investment Counsel first reported a position in FFWM in Q2 2017 and held it in 12 quarters. The position peaked at $1.07M in Q3 2019. 161 funds tracked by Wall St. Rank hold FFWM as of Q3 2024.

  • Cornercap Investment Counsel reported no remaining First Foundation Inc position as of Q3 2024 after selling out during the quarter.
  • Cornercap Investment Counsel sold 74,139 First Foundation Inc shares in Q3 2024, an estimated $486K.
  • Cornercap Investment Counsel first reported a position in First Foundation Inc in Q2 2017 and held it in 12 quarters.
  • Cornercap Investment Counsel's First Foundation Inc position peaked at $1.07M in Q3 2019.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2024.

Based on Cornercap Investment Counsel's 13F filing for Q3 2024, filed 6 Nov 2024.