Ergoteles’s First Foundation Inc FFWM Stock Holding History

Ergoteles’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 Q1	–	Sell	-11,733	Closed	-$292K	–	1353
2021 Q4	$292K	Buy	+11,733	New	+$313K	0.01%	865

Other funds holding FFWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

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

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 New York $145B AUM 34.61% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ergoteles's FFWM Position: Q1 2022 in Review

Ergoteles sold out of First Foundation Inc (FFWM) in Q1 2022, closing a stake of 11,733 shares — an estimated $292K sold.

Ergoteles first reported a position in FFWM in Q4 2021 and held it in 1 quarter. The position peaked at $292K in Q4 2021. 168 funds tracked by Wall St. Rank hold FFWM as of Q1 2022.

Ergoteles reported no remaining First Foundation Inc position as of Q1 2022 after selling out during the quarter.
Ergoteles sold 11,733 First Foundation Inc shares in Q1 2022, an estimated $292K.
Ergoteles first reported a position in First Foundation Inc in Q4 2021 and held it in 1 quarter.
Ergoteles's First Foundation Inc position peaked at $292K in Q4 2021.
168 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2022.

Based on Ergoteles's 13F filing for Q1 2022, filed 13 May 2022.