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First Foundation Advisors’s Hercules Capital HTGC Stock Holding History

First Foundation Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,410
Closed -$224K – 349
2024
Q3 		$224K Buy
+11,410
New +$225K 0.01% 327

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ACM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

First Foundation Advisors's HTGC Position: Q4 2024 in Review

First Foundation Advisors sold out of Hercules Capital (HTGC) in Q4 2024, closing a stake of 11,410 shares — an estimated $224K sold.

First Foundation Advisors first reported a position in HTGC in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 334 funds tracked by Wall St. Rank hold HTGC as of Q4 2024.

  • First Foundation Advisors reported no remaining Hercules Capital position as of Q4 2024 after selling out during the quarter.
  • First Foundation Advisors sold 11,410 Hercules Capital shares in Q4 2024, an estimated $224K.
  • First Foundation Advisors first reported a position in Hercules Capital in Q3 2024 and held it in 1 quarter.
  • First Foundation Advisors's Hercules Capital position peaked at $224K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2024.

Based on First Foundation Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.