Harbor Investment Advisory’s First Foundation Inc FFWM Stock Holding History

Harbor Investment Advisory’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 Q1	–	Sell	-1,871	Closed	-$26.8K	–	1336
2022 Q4	$26.8K	Hold	1,871	–	–	﹤0.01%	841
2022 Q3	$34K	Buy	1,871 +343	+22%	+$6.81K	0.01%	785
2022 Q2	$31K	Buy	1,528 +441	+41%	+$9.76K	0.01%	812
2022 Q1	$26K	Hold	1,087	–	–	﹤0.01%	889
2021 Q4	$27K	Hold	1,087	–	–	﹤0.01%	882
2021 Q3	$29K	Hold	1,087	–	–	﹤0.01%	879
2021 Q2	$24K	Buy	1,087 +539	+98%	+$12.9K	﹤0.01%	875
2021 Q1	$13K	Hold	548	–	–	﹤0.01%	933
2020 Q4	$11K	Buy	548 +179	+49%	+$3.05K	﹤0.01%	913
2020 Q3	$5K	Buy	369 +184	+99%	+$2.79K	﹤0.01%	942
2020 Q2	$3K	Buy	+185	New	+$2.49K	﹤0.01%	932

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbor Investment Advisory's FFWM Position: Q1 2023 in Review

Harbor Investment Advisory sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 1,871 shares — an estimated $26.8K sold.

Harbor Investment Advisory first reported a position in FFWM in Q2 2020 and held it in 11 quarters. The position peaked at $34K in Q3 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

Harbor Investment Advisory reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,871 First Foundation Inc shares in Q1 2023, an estimated $26.8K.
Harbor Investment Advisory first reported a position in First Foundation Inc in Q2 2020 and held it in 11 quarters.
Harbor Investment Advisory's First Foundation Inc position peaked at $34K in Q3 2022.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.