DT
FFWM

Diversified Trust’s First Foundation Inc FFWM Stock Holding History

Diversified Trust’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
2024
Q2 		– Sell
-13,946
Closed -$105K – 900
2024
Q1 		$105K Hold
13,946
– – ﹤0.01% 791
2023
Q4 		$135K Buy
13,946
+1,089
+8% +$6.94K ﹤0.01% 815
2023
Q3 		$78.2K Buy
+12,857
New +$84.8K ﹤0.01% 796
2023
Q1 		– Sell
-11,083
Closed -$159K – 861
2022
Q4 		$159K Hold
11,083
– – 0.01% 742
2022
Q3 		$201K Buy
11,083
+1,161
+12% +$23K 0.01% 704
2022
Q2 		$203K Buy
+9,922
New +$219K 0.01% 687
2021
Q2 		– Sell
-9,323
Closed -$219K – 828
2021
Q1 		$219K Buy
+9,323
New +$208K 0.01% 661

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust's FFWM Position: Q2 2024 in Review

Diversified Trust sold out of First Foundation Inc (FFWM) in Q2 2024, closing a stake of 13,946 shares — an estimated $105K sold.

Diversified Trust first reported a position in FFWM in Q1 2021 and held it in 7 quarters. The position peaked at $219K in Q1 2021. 155 funds tracked by Wall St. Rank hold FFWM as of Q2 2024.

  • Diversified Trust reported no remaining First Foundation Inc position as of Q2 2024 after selling out during the quarter.
  • Diversified Trust sold 13,946 First Foundation Inc shares in Q2 2024, an estimated $105K.
  • Diversified Trust first reported a position in First Foundation Inc in Q1 2021 and held it in 7 quarters.
  • Diversified Trust's First Foundation Inc position peaked at $219K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2024.

Based on Diversified Trust's 13F filing for Q2 2024, filed 16 Jul 2024.