EI
FFWM

Ellevest Inc’s First Foundation Inc FFWM Stock Holding History

Ellevest Inc’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
-1,966
Closed -$14.6K – 791
2023
Q1 		$14.6K Buy
1,966
+1,955
+17,773% +$26.1K ﹤0.01% 935
2022
Q4 		$158 Buy
+11
New +$170 ﹤0.01% 1732

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $61.5B AUM 30.7% 1-Year Est. Return

Ellevest Inc's FFWM Position: Q2 2023 in Review

Ellevest Inc sold out of First Foundation Inc (FFWM) in Q2 2023, closing a stake of 1,966 shares — an estimated $14.6K sold.

Ellevest Inc first reported a position in FFWM in Q4 2022 and held it in 2 quarters. The position peaked at $14.6K in Q1 2023. 142 funds tracked by Wall St. Rank hold FFWM as of Q2 2023.

  • Ellevest Inc reported no remaining First Foundation Inc position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,966 First Foundation Inc shares in Q2 2023, an estimated $14.6K.
  • Ellevest Inc first reported a position in First Foundation Inc in Q4 2022 and held it in 2 quarters.
  • Ellevest Inc's First Foundation Inc position peaked at $14.6K in Q1 2023.
  • 142 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.