FFA
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First Foundation Advisors’s RB Global RBA Stock Holding History

First Foundation Advisors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,458
Closed -$267K – 438
2023
Q2 		$267K Buy
4,458
+654
+17% +$36.9K 0.01% 337
2023
Q1 		$214K Buy
+3,804
New +$224K 0.01% 354
2022
Q4 		– Sell
-3,449
Closed -$215K – 417
2022
Q3 		$215K Buy
+3,449
New +$235K 0.01% 339

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

First Foundation Advisors's RBA Position: Q3 2023 in Review

First Foundation Advisors sold out of RB Global (RBA) in Q3 2023, closing a stake of 4,458 shares — an estimated $267K sold.

First Foundation Advisors first reported a position in RBA in Q3 2022 and held it in 3 quarters. The position peaked at $267K in Q2 2023. 385 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

  • First Foundation Advisors reported no remaining RB Global position as of Q3 2023 after selling out during the quarter.
  • First Foundation Advisors sold 4,458 RB Global shares in Q3 2023, an estimated $267K.
  • First Foundation Advisors first reported a position in RB Global in Q3 2022 and held it in 3 quarters.
  • First Foundation Advisors's RB Global position peaked at $267K in Q2 2023.
  • 385 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

Based on First Foundation Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.