FFA
XYZ

First Foundation Advisors’s Block Inc XYZ Stock Holding History

First Foundation Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,010
Closed -$256K – 349
2024
Q4 		$256K Sell
3,010
-332
-10% -$27.2K 0.01% 301
2024
Q3 		$224K Buy
+3,342
New +$216K 0.01% 326
2019
Q1 		– Sell
-71,857
Closed -$4.03M – 395
2018
Q4 		$4.03M Buy
71,857
+50,348
+234% +$3.56M 0.25% 70
2018
Q3 		$2.13M Sell
21,509
-1,000
-4% -$77.1K 0.12% 108
2018
Q2 		$1.39M Buy
22,509
+16,509
+275% +$908K 0.08% 133
2018
Q1 		$295K Buy
+6,000
New +$275K 0.02% 267

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Foundation Advisors's XYZ Position: Q1 2025 in Review

First Foundation Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 3,010 shares — an estimated $256K sold.

First Foundation Advisors first reported a position in XYZ in Q1 2018 and held it in 6 quarters. The position peaked at $4.03M in Q4 2018. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • First Foundation Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • First Foundation Advisors sold 3,010 Block Inc shares in Q1 2025, an estimated $256K.
  • First Foundation Advisors first reported a position in Block Inc in Q1 2018 and held it in 6 quarters.
  • First Foundation Advisors's Block Inc position peaked at $4.03M in Q4 2018.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on First Foundation Advisors's 13F filing for Q1 2025, filed 8 May 2025.