CWM
FFWM

Curi Wealth Management’s First Foundation Inc FFWM Stock Holding History

Curi Wealth Management’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
2021
Q1 		– Sell
-46,334
Closed -$926K – 235
2020
Q4 		$926K Buy
+46,334
New +$789K 0.67% 29

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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Curi Wealth Management's FFWM Position: Q1 2021 in Review

Curi Wealth Management sold out of First Foundation Inc (FFWM) in Q1 2021, closing a stake of 46,334 shares — an estimated $926K sold.

Curi Wealth Management first reported a position in FFWM in Q4 2020 and held it in 1 quarter. The position peaked at $926K in Q4 2020. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2021.

  • Curi Wealth Management reported no remaining First Foundation Inc position as of Q1 2021 after selling out during the quarter.
  • Curi Wealth Management sold 46,334 First Foundation Inc shares in Q1 2021, an estimated $926K.
  • Curi Wealth Management first reported a position in First Foundation Inc in Q4 2020 and held it in 1 quarter.
  • Curi Wealth Management's First Foundation Inc position peaked at $926K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.