DM
FFWM

Delphi Management’s First Foundation Inc FFWM Stock Holding History

Delphi 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
Q2 		– Sell
-21,360
Closed -$501K – 109
2021
Q1 		$501K Buy
+21,360
New +$477K 0.53% 78

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Delphi Management's FFWM Position: Q2 2021 in Review

Delphi Management sold out of First Foundation Inc (FFWM) in Q2 2021, closing a stake of 21,360 shares — an estimated $501K sold.

Delphi Management first reported a position in FFWM in Q1 2021 and held it in 1 quarter. The position peaked at $501K in Q1 2021. 150 funds tracked by Wall St. Rank hold FFWM as of Q2 2021.

  • Delphi Management reported no remaining First Foundation Inc position as of Q2 2021 after selling out during the quarter.
  • Delphi Management sold 21,360 First Foundation Inc shares in Q2 2021, an estimated $501K.
  • Delphi Management first reported a position in First Foundation Inc in Q1 2021 and held it in 1 quarter.
  • Delphi Management's First Foundation Inc position peaked at $501K in Q1 2021.
  • 150 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2021.

Based on Delphi Management's 13F filing for Q2 2021, filed 16 Aug 2021.