HWAM
FFWM

Hennion & Walsh Asset Management’s First Foundation Inc FFWM Stock Holding History

Hennion & Walsh Asset Management’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
Q4 		– Sell
-14,247
Closed -$88.9K – 874
2024
Q3 		$88.9K Sell
14,247
-1,889
-12% -$12.1K ﹤0.01% 862
2024
Q2 		$106K Sell
16,136
-482
-3% -$2.95K 0.01% 834
2024
Q1 		$125K Sell
16,618
-377
-2% -$3.23K 0.01% 823
2023
Q4 		$165K Sell
16,995
-429
-2% -$2.73K 0.01% 787
2023
Q3 		$106K Sell
17,424
-383
-2% -$2.52K 0.01% 784
2023
Q2 		$71K Buy
+17,807
New +$91.8K ﹤0.01% 792

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hennion & Walsh Asset Management's FFWM Position: Q4 2024 in Review

Hennion & Walsh Asset Management sold out of First Foundation Inc (FFWM) in Q4 2024, closing a stake of 14,247 shares — an estimated $88.9K sold.

Hennion & Walsh Asset Management first reported a position in FFWM in Q2 2023 and held it in 6 quarters. The position peaked at $165K in Q4 2023. 161 funds tracked by Wall St. Rank hold FFWM as of Q4 2024.

  • Hennion & Walsh Asset Management reported no remaining First Foundation Inc position as of Q4 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 14,247 First Foundation Inc shares in Q4 2024, an estimated $88.9K.
  • Hennion & Walsh Asset Management first reported a position in First Foundation Inc in Q2 2023 and held it in 6 quarters.
  • Hennion & Walsh Asset Management's First Foundation Inc position peaked at $165K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.