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First Foundation Advisors’s Dakota Gold DC Stock Holding History

First Foundation Advisors’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,658
Closed -$53.9K – 398
2022
Q4 		$53.9K Buy
17,658
+648
+4% +$2.21K ﹤0.01% 394
2022
Q3 		$52K Buy
+17,010
New +$62.7K ﹤0.01% 379

Other funds holding DC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

First Foundation Advisors's DC Position: Q1 2023 in Review

First Foundation Advisors sold out of Dakota Gold (DC) in Q1 2023, closing a stake of 17,658 shares — an estimated $53.9K sold.

First Foundation Advisors first reported a position in DC in Q3 2022 and held it in 2 quarters. The position peaked at $53.9K in Q4 2022. 55 funds tracked by Wall St. Rank hold DC as of Q1 2023.

  • First Foundation Advisors reported no remaining Dakota Gold position as of Q1 2023 after selling out during the quarter.
  • First Foundation Advisors sold 17,658 Dakota Gold shares in Q1 2023, an estimated $53.9K.
  • First Foundation Advisors first reported a position in Dakota Gold in Q3 2022 and held it in 2 quarters.
  • First Foundation Advisors's Dakota Gold position peaked at $53.9K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2023.

Based on First Foundation Advisors's 13F filing for Q1 2023, filed 12 May 2023.