Envestnet Asset Management’s First Foundation Inc FFWM Stock Holding History

Envestnet Asset Management’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 Q1	–	Sell	-156,108	Closed	-$2.24M	–	4019
2022 Q4	$2.24M	Buy	156,108 +17,928	+13%	+$278K	﹤0.01%	2081
2022 Q3	$2.51M	Buy	138,180 +36,743	+36%	+$729K	﹤0.01%	1948
2022 Q2	$2.08M	Buy	101,437 +22,833	+29%	+$505K	﹤0.01%	2078
2022 Q1	$1.91M	Buy	78,604 +12,689	+19%	+$330K	﹤0.01%	2224
2021 Q4	$1.64M	Buy	65,915 +11,698	+22%	+$312K	﹤0.01%	2305
2021 Q3	$1.43M	Buy	54,217 +32,099	+145%	+$767K	﹤0.01%	2323
2021 Q2	$498K	Buy	22,118 +1,196	+6%	+$28.7K	﹤0.01%	2983
2021 Q1	$491K	Buy	20,922 +4,755	+29%	+$106K	﹤0.01%	2855
2020 Q4	$323K	Buy	16,167 +4,534	+39%	+$77.3K	﹤0.01%	2884
2020 Q3	$152K	Buy	11,633 +1,141	+11%	+$17.3K	﹤0.01%	2971
2020 Q2	$171K	Buy	+10,492	New	+$141K	﹤0.01%	2903

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Asset Management's FFWM Position: Q1 2023 in Review

Envestnet Asset Management sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 156,108 shares — an estimated $2.24M sold.

Envestnet Asset Management first reported a position in FFWM in Q2 2020 and held it in 11 quarters. The position peaked at $2.51M in Q3 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

Envestnet Asset Management reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
Envestnet Asset Management sold 156,108 First Foundation Inc shares in Q1 2023, an estimated $2.24M.
Envestnet Asset Management first reported a position in First Foundation Inc in Q2 2020 and held it in 11 quarters.
Envestnet Asset Management's First Foundation Inc position peaked at $2.51M in Q3 2022.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.