DTL
FFWM

Dynamic Technology Lab’s First Foundation Inc FFWM Stock Holding History

Dynamic Technology Lab’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
Q3 		– Sell
-9,240
Closed -$208K – 1204
2021
Q2 		$208K Buy
9,240
+471
+5% +$11.3K 0.02% 927
2021
Q1 		$206K Sell
8,769
-1,504
-15% -$33.6K 0.02% 943
2020
Q4 		$205K Buy
+10,273
New +$175K 0.03% 820
2019
Q1 		– Sell
-14,504
Closed -$187K – 1103
2018
Q4 		$187K Buy
+14,504
New +$219K 0.03% 845
2017
Q4 		– Sell
-18,038
Closed -$323K – 1097
2017
Q3 		$323K Buy
+18,038
New +$306K 0.05% 689
2017
Q1 		– Sell
-19,414
Closed -$277K – 1049
2016
Q4 		$277K Buy
+19,414
New +$259K 0.07% 559

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dynamic Technology Lab's FFWM Position: Q3 2021 in Review

Dynamic Technology Lab sold out of First Foundation Inc (FFWM) in Q3 2021, closing a stake of 9,240 shares — an estimated $208K sold.

Dynamic Technology Lab first reported a position in FFWM in Q4 2016 and held it in 6 quarters. The position peaked at $323K in Q3 2017. 144 funds tracked by Wall St. Rank hold FFWM as of Q3 2021.

  • Dynamic Technology Lab reported no remaining First Foundation Inc position as of Q3 2021 after selling out during the quarter.
  • Dynamic Technology Lab sold 9,240 First Foundation Inc shares in Q3 2021, an estimated $208K.
  • Dynamic Technology Lab first reported a position in First Foundation Inc in Q4 2016 and held it in 6 quarters.
  • Dynamic Technology Lab's First Foundation Inc position peaked at $323K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2021.

Based on Dynamic Technology Lab's 13F filing for Q3 2021, filed 15 Nov 2021.