First Foundation Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

First Foundation Advisors’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-19,450	Closed	-$290K	–	390
2024 Q2	$290K	Hold	19,450	–	–	0.01%	285
2024 Q1	$279K	Hold	19,450	–	–	0.01%	291
2023 Q4	$249K	Sell	19,450 -69,300	-78%	-$904K	0.01%	308
2023 Q3	$1.31M	Hold	88,750	–	–	0.06%	162
2023 Q2	$1.41M	Hold	88,750	–	–	0.06%	157
2023 Q1	$1.44M	Sell	88,750 -19,617	-18%	-$324K	0.07%	148
2022 Q4	$1.65M	Buy	108,367 +68,161	+170%	+$1.07M	0.08%	140
2022 Q3	$618K	Buy	40,206 +1,311	+3%	+$21.8K	0.03%	213
2022 Q2	$626K	Hold	38,895	–	–	0.03%	223
2022 Q1	$739K	Buy	38,895 +14,000	+56%	+$263K	0.03%	215
2021 Q4	$456K	Buy	24,895 +745	+3%	+$14.3K	0.02%	282
2021 Q3	$462K	Hold	24,150	–	–	0.02%	285
2021 Q2	$524K	Buy	+24,150	New	+$507K	0.02%	277

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

First Foundation Advisors's GOF Position: Q3 2024 in Review

First Foundation Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 19,450 shares — an estimated $290K sold.

First Foundation Advisors first reported a position in GOF in Q2 2021 and held it in 13 quarters. The position peaked at $1.65M in Q4 2022. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

First Foundation Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 19,450 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $290K.
First Foundation Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2021 and held it in 13 quarters.
First Foundation Advisors's Guggenheim Strategic Opportunities Fund position peaked at $1.65M in Q4 2022.
152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.