Ethic Inc’s First Foundation Inc FFWM Stock Holding History

Ethic 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 Q3	–	Sell	-13,933	Closed	-$55.3K	–	1032
2023 Q2	$55.3K	Buy	+13,933	New	+$71.8K	﹤0.01%	952

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

ACL

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Ethic Inc's FFWM Position: Q3 2023 in Review

Ethic Inc sold out of First Foundation Inc (FFWM) in Q3 2023, closing a stake of 13,933 shares — an estimated $55.3K sold.

Ethic Inc first reported a position in FFWM in Q2 2023 and held it in 1 quarter. The position peaked at $55.3K in Q2 2023. 145 funds tracked by Wall St. Rank hold FFWM as of Q3 2023.

Ethic Inc reported no remaining First Foundation Inc position as of Q3 2023 after selling out during the quarter.
Ethic Inc sold 13,933 First Foundation Inc shares in Q3 2023, an estimated $55.3K.
Ethic Inc first reported a position in First Foundation Inc in Q2 2023 and held it in 1 quarter.
Ethic Inc's First Foundation Inc position peaked at $55.3K in Q2 2023.
145 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2023.

Based on Ethic Inc's 13F filing for Q3 2023, filed 14 Nov 2023.