DRZID
FFWM

DePrince Race & Zollo Inc (DRZ)’s First Foundation Inc FFWM Stock Holding History

DePrince Race & Zollo Inc (DRZ)’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
Q2 		– Sell
-145,250
Closed -$1.08M – 199
2023
Q1 		$1.08M Buy
+145,250
New +$1.94M 0.03% 194

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ)'s FFWM Position: Q2 2023 in Review

DePrince Race & Zollo Inc (DRZ) sold out of First Foundation Inc (FFWM) in Q2 2023, closing a stake of 145,250 shares — an estimated $1.08M sold.

DePrince Race & Zollo Inc (DRZ) first reported a position in FFWM in Q1 2023 and held it in 1 quarter. The position peaked at $1.08M in Q1 2023. 142 funds tracked by Wall St. Rank hold FFWM as of Q2 2023.

  • DePrince Race & Zollo Inc (DRZ) reported no remaining First Foundation Inc position as of Q2 2023 after selling out during the quarter.
  • DePrince Race & Zollo Inc (DRZ) sold 145,250 First Foundation Inc shares in Q2 2023, an estimated $1.08M.
  • DePrince Race & Zollo Inc (DRZ) first reported a position in First Foundation Inc in Q1 2023 and held it in 1 quarter.
  • DePrince Race & Zollo Inc (DRZ)'s First Foundation Inc position peaked at $1.08M in Q1 2023.
  • 142 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2023.

Based on DePrince Race & Zollo Inc (DRZ)'s 13F filing for Q2 2023, filed 14 Aug 2023.