First Foundation Advisors’s Alliant Energy LNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,314	Closed	-$238K	–	407
2022 Q4	$238K	Buy	4,314 +100	+2%	+$5.34K	0.01%	341
2022 Q3	$223K	Buy	4,214 +462	+12%	+$27.9K	0.01%	333
2022 Q2	$220K	Sell	3,752 -1,109	-23%	-$66.9K	0.01%	363
2022 Q1	$304K	Sell	4,861 -1,277	-21%	-$76K	0.01%	334
2021 Q4	$377K	Sell	6,138 -693	-10%	-$39.7K	0.01%	311
2021 Q3	$382K	Sell	6,831 -154	-2%	-$9.1K	0.01%	320
2021 Q2	$389K	Sell	6,985 -191	-3%	-$10.8K	0.02%	325
2021 Q1	$389K	Sell	7,176 -2,215	-24%	-$110K	0.02%	308
2020 Q4	$484K	Sell	9,391 -1,052	-10%	-$56.6K	0.02%	264
2020 Q3	$539K	Buy	+10,443	New	+$546K	0.03%	230

Other funds holding LNT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

First Foundation Advisors sold out of Alliant Energy (LNT) in Q1 2023, closing a stake of 4,314 shares — an estimated $238K sold.

First Foundation Advisors first reported a position in LNT in Q3 2020 and held it in 10 quarters. The position peaked at $539K in Q3 2020. 635 funds tracked by Wall St. Rank hold LNT as of Q1 2023.

First Foundation Advisors reported no remaining Alliant Energy position as of Q1 2023 after selling out during the quarter.
First Foundation Advisors sold 4,314 Alliant Energy shares in Q1 2023, an estimated $238K.
First Foundation Advisors first reported a position in Alliant Energy in Q3 2020 and held it in 10 quarters.
First Foundation Advisors's Alliant Energy position peaked at $539K in Q3 2020.
635 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2023.

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