Credit Suisse’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-70,435
| Closed | -$428K | – | 3090 |
|
|
2023
Q3 | $428K | Sell |
70,435
-1,147
| -2% | -$7.56K | ﹤0.01% | 2750 |
|
|
2023
Q2 | $284K | Buy |
71,582
+6,078
| +9% | +$31.3K | ﹤0.01% | 3019 |
|
|
2023
Q1 | $488K | Buy |
65,504
+3,255
| +5% | +$43.5K | ﹤0.01% | 2764 |
|
|
2022
Q4 | $892K | Sell |
62,249
-2,611
| -4% | -$40.4K | ﹤0.01% | 2421 |
|
|
2022
Q3 | $1.18M | Buy |
64,860
+9,894
| +18% | +$196K | ﹤0.01% | 2217 |
|
|
2022
Q2 | $1.13M | Sell |
54,966
-4,863
| -8% | -$108K | ﹤0.01% | 2310 |
|
|
2022
Q1 | $1.45M | Buy |
59,829
+8,411
| +16% | +$219K | ﹤0.01% | 2290 |
|
|
2021
Q4 | $1.28M | Buy |
51,418
+14,182
| +38% | +$378K | ﹤0.01% | 3121 |
|
|
2021
Q3 | $978K | Buy |
37,236
+6,510
| +21% | +$156K | ﹤0.01% | 3361 |
|
|
2021
Q2 | $691K | Sell |
30,726
-2,747
| -8% | -$65.9K | ﹤0.01% | 3637 |
|
|
2021
Q1 | $785K | Sell |
33,473
-20,525
| -38% | -$459K | ﹤0.01% | 3474 |
|
|
2020
Q4 | $1.08M | Buy |
53,998
+10,946
| +25% | +$187K | ﹤0.01% | 3285 |
|
|
2020
Q3 | $562K | Buy |
43,052
+4,718
| +12% | +$71.6K | ﹤0.01% | 3321 |
|
|
2020
Q2 | $627K | Buy |
38,334
+19,435
| +103% | +$261K | ﹤0.01% | 3188 |
|
|
2020
Q1 | $194K | Sell |
18,899
-2,324
| -11% | -$34.3K | ﹤0.01% | 3658 |
|
|
2019
Q4 | $369K | Sell |
21,223
-1,492
| -7% | -$24K | ﹤0.01% | 3724 |
|
|
2019
Q3 | $347K | Buy |
22,715
+3,206
| +16% | +$46.1K | ﹤0.01% | 3628 |
|
|
2019
Q2 | $262K | Sell |
19,509
-997
| -5% | -$13.7K | ﹤0.01% | 3748 |
|
|
2019
Q1 | $278K | Buy |
20,506
+7,694
| +60% | +$111K | ﹤0.01% | 3631 |
|
|
2018
Q4 | $165K | Buy |
12,812
+163
| +1% | +$2.46K | ﹤0.01% | 3702 |
|
|
2018
Q3 | $197K | Sell |
12,649
-12,471
| -50% | -$210K | ﹤0.01% | 3658 |
|
|
2018
Q2 | $465K | Sell |
25,120
-1,855
| -7% | -$35.1K | ﹤0.01% | 3459 |
|
|
2018
Q1 | $500K | Buy |
26,975
+6,159
| +30% | +$115K | ﹤0.01% | 3367 |
|
|
2017
Q4 | $386K | Sell |
20,816
-12,560
| -38% | -$232K | ﹤0.01% | 3539 |
|
|
2017
Q3 | $597K | Buy |
33,376
+16,367
| +96% | +$277K | ﹤0.01% | 3439 |
|
|
2017
Q2 | $279K | Buy |
+17,009
| New | +$271K | ﹤0.01% | 3494 |
|
|
2017
Q1 | – | Sell |
-26,058
| Closed | -$371K | – | 3887 |
|
|
2016
Q4 | $371K | Buy |
+26,058
| New | +$347K | ﹤0.01% | 3571 |
|
|
2016
Q2 | – | Sell |
-113,352
| Closed | -$1.27M | – | 4244 |
|
|
2016
Q1 | $1.27M | Buy |
113,352
+93,214
| +463% | +$1.03M | ﹤0.01% | 2546 |
|
|
2015
Q4 | $238K | Buy |
+20,138
| New | +$235K | ﹤0.01% | 3807 |
|
Other funds holding FFWM
ACL
BFC
SVBP
Credit Suisse's FFWM Position: Q4 2023 in Review
Credit Suisse sold out of First Foundation Inc (FFWM) in Q4 2023, closing a stake of 70,435 shares — an estimated $428K sold.
Credit Suisse first reported a position in FFWM in Q4 2015 and held it in 29 quarters. The position peaked at $1.45M in Q1 2022. 146 funds tracked by Wall St. Rank hold FFWM as of Q4 2023.
- Credit Suisse reported no remaining First Foundation Inc position as of Q4 2023 after selling out during the quarter.
- Credit Suisse sold 70,435 First Foundation Inc shares in Q4 2023, an estimated $428K.
- Credit Suisse first reported a position in First Foundation Inc in Q4 2015 and held it in 29 quarters.
- Credit Suisse's First Foundation Inc position peaked at $1.45M in Q1 2022.
- 146 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2023.
Based on Credit Suisse's 13F filing for Q4 2023, filed 8 Feb 2024.