HIM
FFWM

Hillsdale Investment Management’s First Foundation Inc FFWM Stock Holding History

Hillsdale Investment 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
2021
Q3 		– Sell
-179,300
Closed -$4.04M – 586
2021
Q2 		$4.04M Sell
179,300
-41,900
-19% -$1.01M 0.32% 109
2021
Q1 		$5.19M Hold
221,200
– – 0.43% 66
2020
Q4 		$4.42M Sell
221,200
-800
-0.4% -$13.6K 0.42% 68
2020
Q3 		$2.9M Hold
222,000
– – 0.28% 110
2020
Q2 		$3.63M Sell
222,000
-1,000
-0.4% -$13.4K 0.33% 80
2020
Q1 		$2.28M Sell
223,000
-1,400
-0.6% -$20.7K 0.27% 113
2019
Q4 		$3.9M Buy
+224,400
New +$3.61M 0.34% 101

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hillsdale Investment Management's FFWM Position: Q3 2021 in Review

Hillsdale Investment Management sold out of First Foundation Inc (FFWM) in Q3 2021, closing a stake of 179,300 shares — an estimated $4.04M sold.

Hillsdale Investment Management first reported a position in FFWM in Q4 2019 and held it in 7 quarters. The position peaked at $5.19M in Q1 2021. 144 funds tracked by Wall St. Rank hold FFWM as of Q3 2021.

  • Hillsdale Investment Management reported no remaining First Foundation Inc position as of Q3 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 179,300 First Foundation Inc shares in Q3 2021, an estimated $4.04M.
  • Hillsdale Investment Management first reported a position in First Foundation Inc in Q4 2019 and held it in 7 quarters.
  • Hillsdale Investment Management's First Foundation Inc position peaked at $5.19M in Q1 2021.
  • 144 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2021.

Based on Hillsdale Investment Management's 13F filing for Q3 2021, filed 21 Oct 2021.