EA
FFWM

Emerald Advisers’s First Foundation Inc FFWM Stock Holding History

Emerald Advisers’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
2022
Q3 		– Sell
-22,193
Closed -$455K – 251
2022
Q2 		$455K Hold
22,193
– – 0.02% 178
2022
Q1 		$539K Buy
+22,193
New +$577K 0.02% 187
2019
Q1 		– Sell
-392,254
Closed -$5.04M – 257
2018
Q4 		$5.04M Sell
392,254
-130,414
-25% -$1.97M 0.25% 108
2018
Q3 		$8.16M Sell
522,668
-147,367
-22% -$2.48M 0.3% 113
2018
Q2 		$12.4M Buy
670,035
+12,080
+2% +$229K 0.47% 96
2018
Q1 		$12.2M Buy
+657,955
New +$12.3M 0.49% 90

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
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Emerald Advisers's FFWM Position: Q3 2022 in Review

Emerald Advisers sold out of First Foundation Inc (FFWM) in Q3 2022, closing a stake of 22,193 shares — an estimated $455K sold.

Emerald Advisers first reported a position in FFWM in Q1 2018 and held it in 6 quarters. The position peaked at $12.4M in Q2 2018. 164 funds tracked by Wall St. Rank hold FFWM as of Q3 2022.

  • Emerald Advisers reported no remaining First Foundation Inc position as of Q3 2022 after selling out during the quarter.
  • Emerald Advisers sold 22,193 First Foundation Inc shares in Q3 2022, an estimated $455K.
  • Emerald Advisers first reported a position in First Foundation Inc in Q1 2018 and held it in 6 quarters.
  • Emerald Advisers's First Foundation Inc position peaked at $12.4M in Q2 2018.
  • 164 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2022.

Based on Emerald Advisers's 13F filing for Q3 2022, filed 25 Oct 2022.