Davidson Investment Advisors’s First Foundation Inc FFWM Stock Holding History

Davidson Investment Advisors’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	-620,714	Closed	-$8.89M	–	112
2022 Q4	$8.89M	Sell	620,714 -16,874	-3%	-$261K	0.69%	69
2022 Q3	$11.6M	Buy	637,588 +12,299	+2%	+$244K	0.97%	48
2022 Q2	$12.8M	Buy	625,289 +3,804	+0.6%	+$84.1K	1.09%	40
2022 Q1	$15.1M	Buy	621,485 +11,586	+2%	+$301K	1.1%	37
2021 Q4	$15.2M	Buy	609,899 +13,156	+2%	+$351K	1.08%	40
2021 Q3	$15.7M	Buy	+596,743	New	+$14.3M	1.22%	31

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davidson Investment Advisors's FFWM Position: Q1 2023 in Review

Davidson Investment Advisors sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 620,714 shares — an estimated $8.89M sold.

Davidson Investment Advisors first reported a position in FFWM in Q3 2021 and held it in 6 quarters. The position peaked at $15.7M in Q3 2021. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

Davidson Investment Advisors reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
Davidson Investment Advisors sold 620,714 First Foundation Inc shares in Q1 2023, an estimated $8.89M.
Davidson Investment Advisors first reported a position in First Foundation Inc in Q3 2021 and held it in 6 quarters.
Davidson Investment Advisors's First Foundation Inc position peaked at $15.7M in Q3 2021.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Davidson Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.