FFA
PCM

First Foundation Advisors’s PCM Fund PCM Stock Holding History

First Foundation Advisors’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-19,854
Closed -$167K – 437
2023
Q1 		$167K Sell
19,854
-4,591
-19% -$40.9K 0.01% 367
2022
Q4 		$192K Sell
24,445
-5,485
-18% -$45.5K 0.01% 372
2022
Q3 		$239K Sell
29,930
-947
-3% -$9.06K 0.01% 319
2022
Q2 		$286K Sell
30,877
-1,968
-6% -$19.7K 0.01% 317
2022
Q1 		$334K Sell
32,845
-26,053
-44% -$277K 0.01% 323
2021
Q4 		$631K Sell
58,898
-4,558
-7% -$50.7K 0.02% 244
2021
Q3 		$720K Sell
63,456
-29,723
-32% -$346K 0.03% 230
2021
Q2 		$1.11M Sell
93,179
-4,003
-4% -$47K 0.04% 206
2021
Q1 		$1.11M Sell
97,182
-7,542
-7% -$84.8K 0.05% 190
2020
Q4 		$1.12M Buy
104,724
+90
+0.1% +$928 0.05% 178
2020
Q3 		$1.06M Sell
104,634
-3,704
-3% -$36K 0.05% 174
2020
Q2 		$1.02M Sell
108,338
-955
-0.9% -$8.55K 0.05% 170
2020
Q1 		$868K Sell
109,293
-88,486
-45% -$941K 0.05% 179
2019
Q4 		$2.27M Sell
197,779
-22,090
-10% -$252K 0.11% 120
2019
Q3 		$2.44M Sell
219,869
-1,024
-0.5% -$11.4K 0.13% 102
2019
Q2 		$2.5M Sell
220,893
-2,184
-1% -$24.7K 0.14% 102
2019
Q1 		$2.48M Sell
223,077
-23,023
-9% -$248K 0.15% 104
2018
Q4 		$2.5M Sell
246,100
-1,222
-0.5% -$12.8K 0.16% 94
2018
Q3 		$2.79M Sell
247,322
-5,230
-2% -$60K 0.15% 91
2018
Q2 		$2.89M Sell
252,552
-50,205
-17% -$583K 0.17% 85
2018
Q1 		$3.43M Sell
302,757
-15,091
-5% -$168K 0.19% 76
2017
Q4 		$3.68M Sell
317,848
-63,235
-17% -$736K 0.2% 77
2017
Q3 		$4.44M Sell
381,083
-291,458
-43% -$3.34M 0.25% 67
2017
Q2 		$7.55M Sell
672,541
-18,695
-3% -$199K 0.44% 48
2017
Q1 		$7.02M Sell
691,236
-97,864
-12% -$997K 0.43% 51
2016
Q4 		$7.89M Sell
789,100
-15,352
-2% -$151K 0.52% 52
2016
Q3 		$8.04M Sell
804,452
-115,654
-13% -$1.16M 0.56% 48
2016
Q2 		$8.94M Sell
920,106
-115,636
-11% -$1.12M 0.64% 45
2016
Q1 		$9.81M Sell
1,035,742
-26,997
-3% -$245K 0.71% 41
2015
Q4 		$9.82M Buy
1,062,739
+79,200
+8% +$751K 0.67% 49
2015
Q3 		$9.34M Buy
983,539
+63,463
+7% +$616K 0.77% 43
2015
Q2 		$9.25M Buy
920,076
+81,072
+10% +$854K 0.73% 45
2015
Q1 		$8.88M Buy
839,004
+123,254
+17% +$1.31M 0.74% 42
2014
Q4 		$7.62M Buy
715,750
+45,426
+7% +$499K 0.67% 47
2014
Q3 		$7.44M Sell
670,324
-20,572
-3% -$241K 0.74% 41
2014
Q2 		$8.46M Sell
690,896
-80,203
-10% -$971K 0.92% 37
2014
Q1 		$9.39M Sell
771,099
-21,760
-3% -$261K 1.16% 36
2013
Q4 		$9.24M Buy
792,859
+3,089
+0.4% +$35.4K 1.24% 34
2013
Q3 		$9.04M Buy
789,770
+13,222
+2% +$150K 1.41% 35
2013
Q2 		$9.11M Buy
+776,548
New +$9.91M 1.78% 27

Other funds holding PCM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

First Foundation Advisors's PCM Position: Q2 2023 in Review

First Foundation Advisors sold out of PCM Fund (PCM) in Q2 2023, closing a stake of 19,854 shares — an estimated $167K sold.

First Foundation Advisors first reported a position in PCM in Q2 2013 and held it in 40 quarters. The position peaked at $9.82M in Q4 2015. 24 funds tracked by Wall St. Rank hold PCM as of Q2 2023.

  • First Foundation Advisors reported no remaining PCM Fund position as of Q2 2023 after selling out during the quarter.
  • First Foundation Advisors sold 19,854 PCM Fund shares in Q2 2023, an estimated $167K.
  • First Foundation Advisors first reported a position in PCM Fund in Q2 2013 and held it in 40 quarters.
  • First Foundation Advisors's PCM Fund position peaked at $9.82M in Q4 2015.
  • 24 funds tracked by Wall St. Rank held PCM Fund as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.