Globeflex Capital’s First Foundation Inc FFWM Stock Holding History

Globeflex Capital’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
2021 Q2	–	Sell	-29,418	Closed	-$690K	–	462
2021 Q1	$690K	Hold	29,418	–	–	0.13%	255
2020 Q4	$588K	Hold	29,418	–	–	0.13%	264
2020 Q3	$384K	Buy	29,418 +2,448	+9%	+$37.1K	0.1%	298
2020 Q2	$441K	Sell	26,970 -32,770	-55%	-$440K	0.11%	296
2020 Q1	$611K	Hold	59,740	–	–	0.19%	188
2019 Q4	$1.04M	Buy	59,740 +27,885	+88%	+$449K	0.19%	178
2019 Q3	$487K	Hold	31,855	–	–	0.11%	295
2019 Q2	$428K	Hold	31,855	–	–	0.09%	307
2019 Q1	$432K	Buy	31,855 +4,955	+18%	+$71.6K	0.09%	310
2018 Q4	$346K	Hold	26,900	–	–	0.08%	325
2018 Q3	$420K	Hold	26,900	–	–	0.08%	330
2018 Q2	$499K	Buy	26,900 +2,900	+12%	+$54.9K	0.1%	300
2018 Q1	$445K	Buy	+24,000	New	+$450K	0.09%	309

Other funds holding FFWM

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Globeflex Capital's FFWM Position: Q2 2021 in Review

Globeflex Capital sold out of First Foundation Inc (FFWM) in Q2 2021, closing a stake of 29,418 shares — an estimated $690K sold.

Globeflex Capital first reported a position in FFWM in Q1 2018 and held it in 13 quarters. The position peaked at $1.04M in Q4 2019. 150 funds tracked by Wall St. Rank hold FFWM as of Q2 2021.

Globeflex Capital reported no remaining First Foundation Inc position as of Q2 2021 after selling out during the quarter.
Globeflex Capital sold 29,418 First Foundation Inc shares in Q2 2021, an estimated $690K.
Globeflex Capital first reported a position in First Foundation Inc in Q1 2018 and held it in 13 quarters.
Globeflex Capital's First Foundation Inc position peaked at $1.04M in Q4 2019.
150 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2021.

Based on Globeflex Capital's 13F filing for Q2 2021, filed 12 Aug 2021.