First Foundation Advisors’s TriCo Bancshares TCBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,000	Closed	-$256K	–	457
2023 Q3	$256K	Hold	8,000	–	–	0.01%	348
2023 Q2	$266K	Sell	8,000 -8,000	-50%	-$285K	0.01%	338
2023 Q1	$665K	Buy	+16,000	New	+$771K	0.03%	208

Other funds holding TCBK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

First Foundation Advisors's TCBK Position: Q4 2023 in Review

First Foundation Advisors sold out of TriCo Bancshares (TCBK) in Q4 2023, closing a stake of 8,000 shares — an estimated $256K sold.

First Foundation Advisors first reported a position in TCBK in Q1 2023 and held it in 3 quarters. The position peaked at $665K in Q1 2023. 133 funds tracked by Wall St. Rank hold TCBK as of Q4 2023.

First Foundation Advisors reported no remaining TriCo Bancshares position as of Q4 2023 after selling out during the quarter.
First Foundation Advisors sold 8,000 TriCo Bancshares shares in Q4 2023, an estimated $256K.
First Foundation Advisors first reported a position in TriCo Bancshares in Q1 2023 and held it in 3 quarters.
First Foundation Advisors's TriCo Bancshares position peaked at $665K in Q1 2023.
133 funds tracked by Wall St. Rank held TriCo Bancshares as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.