HR
FFWM

Howe & Rusling’s First Foundation Inc FFWM Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-77
Closed -$1K – 574
2022
Q3 		$1K Buy
77
+30
+64% +$595 ﹤0.01% 957
2022
Q2 		$1K Hold
47
– – ﹤0.01% 946
2022
Q1 		$1K Sell
47
-12
-20% -$312 ﹤0.01% 927
2021
Q4 		$1K Hold
59
– – ﹤0.01% 926
2021
Q3 		$2K Buy
59
+16
+37% +$382 ﹤0.01% 840
2021
Q2 		$1K Hold
43
– – ﹤0.01% 880
2021
Q1 		$1K Sell
43
-6
-12% -$134 ﹤0.01% 883
2020
Q4 		$1K Buy
+49
New +$835 ﹤0.01% 871

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Howe & Rusling's FFWM Position: Q4 2022 in Review

Howe & Rusling sold out of First Foundation Inc (FFWM) in Q4 2022, closing a stake of 77 shares — an estimated $1K sold.

Howe & Rusling first reported a position in FFWM in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 170 funds tracked by Wall St. Rank hold FFWM as of Q4 2022.

  • Howe & Rusling reported no remaining First Foundation Inc position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 77 First Foundation Inc shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in First Foundation Inc in Q4 2020 and held it in 8 quarters.
  • Howe & Rusling's First Foundation Inc position peaked at $2K in Q3 2021.
  • 170 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.