First Foundation Advisors’s Keysight KEYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,643	Closed	-$246K	–	340
2025 Q1	$246K	Sell	1,643 -30,051	-95%	-$4.96M	0.01%	296
2024 Q4	$5.09M	Buy	31,694 +3,827	+14%	+$617K	0.19%	84
2024 Q3	$4.43M	Buy	27,867 +6,870	+33%	+$978K	0.17%	84
2024 Q2	$2.87M	Buy	20,997 +1,210	+6%	+$177K	0.11%	102
2024 Q1	$3.09M	Buy	19,787 +967	+5%	+$149K	0.12%	93
2023 Q4	$2.99M	Sell	18,820 -546	-3%	-$74.2K	0.14%	93
2023 Q3	$2.56M	Sell	19,366 -565	-3%	-$83.7K	0.12%	106
2023 Q2	$3.34M	Buy	19,931 +130	+0.7%	+$20.2K	0.14%	95
2023 Q1	$3.2M	Buy	19,801 +1,328	+7%	+$225K	0.15%	96
2022 Q4	$3.16M	Sell	18,473 -1,240	-6%	-$211K	0.15%	101
2022 Q3	$3.1M	Buy	19,713 +246	+1%	+$39.4K	0.15%	92
2022 Q2	$2.68M	Buy	19,467 +1,455	+8%	+$207K	0.12%	107
2022 Q1	$2.85M	Buy	18,012 +2,432	+16%	+$405K	0.1%	110
2021 Q4	$3.22M	Buy	15,580 +1,872	+14%	+$350K	0.11%	105
2021 Q3	$2.25M	Buy	13,708 +3,198	+30%	+$537K	0.08%	123
2021 Q2	$1.62M	Buy	10,510 +883	+9%	+$128K	0.06%	162
2021 Q1	$1.38M	Buy	9,627 +2,038	+27%	+$289K	0.06%	169
2020 Q4	$1M	Buy	7,589 +3,769	+99%	+$434K	0.04%	191
2020 Q3	$377K	Buy	3,820 +485	+15%	+$47.6K	0.02%	262
2020 Q2	$336K	Buy	3,335 +91	+3%	+$8.93K	0.02%	265
2020 Q1	$271K	Buy	+3,244	New	+$308K	0.02%	288

Other funds holding KEYS

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return