GC
FFWM

Guggenheim Capital’s First Foundation Inc FFWM Stock Holding History

Guggenheim 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
2023
Q4 		– Sell
-20,881
Closed -$127K – 1897
2023
Q3 		$127K Sell
20,881
-4,253
-17% -$28K ﹤0.01% 1789
2023
Q2 		$99.8K Sell
25,134
-10,028
-29% -$51.7K ﹤0.01% 1835
2023
Q1 		$262K Sell
35,162
-1,971
-5% -$26.3K ﹤0.01% 1718
2022
Q4 		$532K Sell
37,133
-16,438
-31% -$255K ﹤0.01% 1453
2022
Q3 		$971K Buy
53,571
+1,813
+4% +$36K 0.01% 1162
2022
Q2 		$1.06M Buy
51,758
+3,997
+8% +$88.4K 0.01% 1192
2022
Q1 		$1.16M Buy
47,761
+7,873
+20% +$205K 0.01% 1284
2021
Q4 		$992K Buy
39,888
+10,086
+34% +$269K 0.01% 1376
2021
Q3 		$784K Buy
29,802
+3,322
+13% +$79.4K ﹤0.01% 1543
2021
Q2 		$596K Buy
26,480
+9,617
+57% +$231K ﹤0.01% 1765
2021
Q1 		$396K Buy
+16,863
New +$377K ﹤0.01% 1838

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guggenheim Capital's FFWM Position: Q4 2023 in Review

Guggenheim Capital sold out of First Foundation Inc (FFWM) in Q4 2023, closing a stake of 20,881 shares — an estimated $127K sold.

Guggenheim Capital first reported a position in FFWM in Q1 2021 and held it in 11 quarters. The position peaked at $1.16M in Q1 2022. 146 funds tracked by Wall St. Rank hold FFWM as of Q4 2023.

  • Guggenheim Capital reported no remaining First Foundation Inc position as of Q4 2023 after selling out during the quarter.
  • Guggenheim Capital sold 20,881 First Foundation Inc shares in Q4 2023, an estimated $127K.
  • Guggenheim Capital first reported a position in First Foundation Inc in Q1 2021 and held it in 11 quarters.
  • Guggenheim Capital's First Foundation Inc position peaked at $1.16M in Q1 2022.
  • 146 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2023.

Based on Guggenheim Capital's 13F filing for Q4 2023, filed 14 Feb 2024.