HIS
FFWM

Horizon Investment Services’s First Foundation Inc FFWM Stock Holding History

Horizon Investment Services’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
2022
Q1 		– Sell
-30,449
Closed -$757K – 120
2021
Q4 		$757K Sell
30,449
-357
-1% -$9.51K 0.35% 71
2021
Q3 		$810K Buy
30,806
+2,189
+8% +$52.3K 0.4% 63
2021
Q2 		$644K Buy
28,617
+13,760
+93% +$330K 0.32% 64
2021
Q1 		$349K Buy
+14,857
New +$332K 0.19% 87

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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Horizon Investment Services's FFWM Position: Q1 2022 in Review

Horizon Investment Services sold out of First Foundation Inc (FFWM) in Q1 2022, closing a stake of 30,449 shares — an estimated $757K sold.

Horizon Investment Services first reported a position in FFWM in Q1 2021 and held it in 4 quarters. The position peaked at $810K in Q3 2021. 168 funds tracked by Wall St. Rank hold FFWM as of Q1 2022.

  • Horizon Investment Services reported no remaining First Foundation Inc position as of Q1 2022 after selling out during the quarter.
  • Horizon Investment Services sold 30,449 First Foundation Inc shares in Q1 2022, an estimated $757K.
  • Horizon Investment Services first reported a position in First Foundation Inc in Q1 2021 and held it in 4 quarters.
  • Horizon Investment Services's First Foundation Inc position peaked at $810K in Q3 2021.
  • 168 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2022.

Based on Horizon Investment Services's 13F filing for Q1 2022, filed 10 May 2022.