HighTower Advisors’s First Foundation Inc FFWM Stock Holding History

HighTower Advisors’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	-14,073	Closed	-$87K	–	3894
2024 Q3	$87K	Buy	+14,073	New	+$90K	﹤0.01%	3339
2023 Q1	–	Sell	-13,655	Closed	-$194K	–	3502
2022 Q4	$194K	Sell	13,655 -4,621	-25%	-$71.5K	﹤0.01%	2785
2022 Q3	$334K	Buy	18,276 +7,449	+69%	+$148K	﹤0.01%	2275
2022 Q2	$218K	Buy	+10,827	New	+$239K	﹤0.01%	2581
2022 Q1	–	Sell	-8,797	Closed	-$220K	–	3501
2021 Q4	$220K	Buy	+8,797	New	+$234K	﹤0.01%	2690
2020 Q1	–	Sell	-34,478	Closed	-$597K	–	2309
2019 Q4	$597K	Buy	+34,478	New	+$555K	﹤0.01%	1370

Other funds holding FFWM

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 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 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 $2.9T AUM 29.55% 1-Year Est. Return

HighTower Advisors's FFWM Position: Q4 2024 in Review

HighTower Advisors sold out of First Foundation Inc (FFWM) in Q4 2024, closing a stake of 14,073 shares — an estimated $87K sold.

HighTower Advisors first reported a position in FFWM in Q4 2019 and held it in 6 quarters. The position peaked at $597K in Q4 2019. 161 funds tracked by Wall St. Rank hold FFWM as of Q4 2024.

HighTower Advisors reported no remaining First Foundation Inc position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 14,073 First Foundation Inc shares in Q4 2024, an estimated $87K.
HighTower Advisors first reported a position in First Foundation Inc in Q4 2019 and held it in 6 quarters.
HighTower Advisors's First Foundation Inc position peaked at $597K in Q4 2019.
161 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.