FFG
FFWM

Fortem Financial Group’s First Foundation Inc FFWM Stock Holding History

Fortem Financial Group’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,666
Closed -$193K – 157
2022
Q3 		$193K Hold
10,666
– – 0.13% 151
2022
Q2 		$218K Hold
10,666
– – 0.14% 155
2022
Q1 		$259K Buy
10,666
+1,776
+20% +$46.1K 0.11% 143
2021
Q4 		$221K Hold
8,890
– – 0.1% 158
2021
Q3 		$234K Sell
8,890
-410
-4% -$9.8K 0.12% 155
2021
Q2 		$209K Buy
9,300
+410
+5% +$9.84K 0.11% 158
2021
Q1 		$209K Hold
8,890
– – 0.12% 153
2020
Q4 		$178K Buy
+8,890
New +$151K 0.11% 155

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fortem Financial Group's FFWM Position: Q4 2022 in Review

Fortem Financial Group sold out of First Foundation Inc (FFWM) in Q4 2022, closing a stake of 10,666 shares — an estimated $193K sold.

Fortem Financial Group first reported a position in FFWM in Q4 2020 and held it in 8 quarters. The position peaked at $259K in Q1 2022. 170 funds tracked by Wall St. Rank hold FFWM as of Q4 2022.

  • Fortem Financial Group reported no remaining First Foundation Inc position as of Q4 2022 after selling out during the quarter.
  • Fortem Financial Group sold 10,666 First Foundation Inc shares in Q4 2022, an estimated $193K.
  • Fortem Financial Group first reported a position in First Foundation Inc in Q4 2020 and held it in 8 quarters.
  • Fortem Financial Group's First Foundation Inc position peaked at $259K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2022.

Based on Fortem Financial Group's 13F filing for Q4 2022, filed 17 Jan 2023.