EIM
FFWM

Essex Investment Management’s First Foundation Inc FFWM Stock Holding History

Essex Investment 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
2022
Q4 		– Sell
-61,688
Closed -$1.12M – 406
2022
Q3 		$1.12M Buy
61,688
+4,496
+8% +$89.2K 0.18% 166
2022
Q2 		$1.17M Sell
57,192
-23,518
-29% -$520K 0.19% 165
2022
Q1 		$1.96M Buy
80,710
+4,151
+5% +$108K 0.24% 127
2021
Q4 		$1.9M Sell
76,559
-907
-1% -$24.2K 0.22% 145
2021
Q3 		$2.04M Hold
77,466
– – 0.25% 129
2021
Q2 		$1.74M Sell
77,466
-9,588
-11% -$230K 0.2% 167
2021
Q1 		$2.04M Buy
+87,054
New +$1.95M 0.25% 138
2018
Q2 		– Sell
-81,845
Closed -$1.52M – 406
2018
Q1 		$1.52M Sell
81,845
-10,589
-11% -$198K 0.2% 150
2017
Q4 		$1.71M Sell
92,434
-955
-1% -$17.6K 0.23% 138
2017
Q3 		$1.67M Buy
+93,389
New +$1.58M 0.23% 146

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 $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Essex Investment Management's FFWM Position: Q4 2022 in Review

Essex Investment Management sold out of First Foundation Inc (FFWM) in Q4 2022, closing a stake of 61,688 shares — an estimated $1.12M sold.

Essex Investment Management first reported a position in FFWM in Q3 2017 and held it in 10 quarters. The position peaked at $2.04M in Q1 2021. 170 funds tracked by Wall St. Rank hold FFWM as of Q4 2022.

  • Essex Investment Management reported no remaining First Foundation Inc position as of Q4 2022 after selling out during the quarter.
  • Essex Investment Management sold 61,688 First Foundation Inc shares in Q4 2022, an estimated $1.12M.
  • Essex Investment Management first reported a position in First Foundation Inc in Q3 2017 and held it in 10 quarters.
  • Essex Investment Management's First Foundation Inc position peaked at $2.04M in Q1 2021.
  • 170 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2022.

Based on Essex Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.