GWS
FFWM

Glassman Wealth Services’s First Foundation Inc FFWM Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-514
Closed -$4.98K – 765
2023
Q4 		$4.98K Sell
514
-30
-6% -$191 ﹤0.01% 1087
2023
Q3 		$3.31K Hold
544
– – ﹤0.01% 1184
2023
Q2 		$2.16K Buy
544
+423
+350% +$2.18K ﹤0.01% 1222
2023
Q1 		$901 Buy
+121
New +$1.61K ﹤0.01% 1467

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Glassman Wealth Services's FFWM Position: Q1 2024 in Review

Glassman Wealth Services sold out of First Foundation Inc (FFWM) in Q1 2024, closing a stake of 514 shares — an estimated $4.98K sold.

Glassman Wealth Services first reported a position in FFWM in Q1 2023 and held it in 4 quarters. The position peaked at $4.98K in Q4 2023. 155 funds tracked by Wall St. Rank hold FFWM as of Q1 2024.

  • Glassman Wealth Services reported no remaining First Foundation Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 514 First Foundation Inc shares in Q1 2024, an estimated $4.98K.
  • Glassman Wealth Services first reported a position in First Foundation Inc in Q1 2023 and held it in 4 quarters.
  • Glassman Wealth Services's First Foundation Inc position peaked at $4.98K in Q4 2023.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.