IA
FFWM

IndexIQ Advisors’s First Foundation Inc FFWM Stock Holding History

IndexIQ 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
2022
Q1 		$396K Sell
16,291
-1,710
-9% -$44.4K 0.01% 762
2021
Q4 		$448K Sell
18,001
-1,163
-6% -$31K 0.02% 666
2021
Q3 		$504K Buy
19,164
+1,919
+11% +$45.9K 0.02% 549
2021
Q2 		$388K Buy
17,245
+202
+1% +$4.85K 0.01% 773
2021
Q1 		$400K Sell
17,043
-3,451
-17% -$77.1K 0.01% 709
2020
Q4 		$410K Buy
20,494
+2,116
+12% +$36.1K 0.02% 476
2020
Q3 		$240K Buy
18,378
+996
+6% +$15.1K 0.01% 511
2020
Q2 		$284K Sell
17,382
-452
-3% -$6.08K 0.01% 349
2020
Q1 		$182K Sell
17,834
-41,939
-70% -$620K 0.01% 626
2019
Q4 		$1.04M Sell
59,773
-18,974
-24% -$305K 0.04% 251
2019
Q3 		$1.2M Sell
78,747
-14,748
-16% -$212K 0.04% 273
2019
Q2 		$1.26M Sell
93,495
-21,439
-19% -$296K 0.04% 327
2019
Q1 		$1.56M Buy
114,934
+1,573
+1% +$22.7K 0.05% 348
2018
Q4 		$1.46M Sell
113,361
-9,252
-8% -$140K 0.04% 339
2018
Q3 		$1.92M Buy
122,613
+4,631
+4% +$78K 0.06% 350
2018
Q2 		$2.19M Buy
117,982
+9,902
+9% +$188K 0.07% 315
2018
Q1 		$2M Buy
108,080
+17,257
+19% +$323K 0.06% 321
2017
Q4 		$1.68M Buy
90,823
+34,942
+63% +$645K 0.06% 196
2017
Q3 		$1M Buy
55,881
+25,357
+83% +$430K 0.04% 233
2017
Q2 		$502K Buy
+30,524
New +$486K 0.02% 286

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
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 $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IndexIQ Advisors's FFWM Position: Q1 2022 in Review

IndexIQ Advisors reduced its First Foundation Inc (FFWM) stake by 9.5% in Q1 2022, selling an estimated $44.4K and leaving 16,291 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #762.

IndexIQ Advisors first reported a position in FFWM in Q2 2017 and has held it in 20 quarters since. The position peaked at $2.19M in Q2 2018. 168 funds tracked by Wall St. Rank hold FFWM as of Q1 2022.

  • IndexIQ Advisors held 16,291 shares of First Foundation Inc worth $396K as of Q1 2022.
  • IndexIQ Advisors sold 1,710 First Foundation Inc shares in Q1 2022, an estimated $44.4K.
  • First Foundation Inc made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #762 holding.
  • IndexIQ Advisors first reported a position in First Foundation Inc in Q2 2017 and has held it in 20 quarters since.
  • IndexIQ Advisors's First Foundation Inc position peaked at $2.19M in Q2 2018.
  • 168 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.