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Integrated Wealth Concepts’s First Financial Bankshares FFIN Stock Holding History

Integrated Wealth Concepts’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,166
Closed -$497K – 1670
2024
Q1 		$497K Hold
15,166
– – 0.01% 1059
2023
Q4 		$460K Sell
15,166
-1,270
-8% -$33.7K 0.01% 1035
2023
Q3 		$413K Sell
16,436
-20
-0.1% -$580 0.01% 1062
2023
Q2 		$469K Buy
+16,456
New +$468K 0.01% 1007

Other funds holding FFIN

FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Integrated Wealth Concepts's FFIN Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of First Financial Bankshares (FFIN) in Q2 2024, closing a stake of 15,166 shares — an estimated $497K sold.

Integrated Wealth Concepts first reported a position in FFIN in Q2 2023 and held it in 4 quarters. The position peaked at $497K in Q1 2024. 296 funds tracked by Wall St. Rank hold FFIN as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining First Financial Bankshares position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 15,166 First Financial Bankshares shares in Q2 2024, an estimated $497K.
  • Integrated Wealth Concepts first reported a position in First Financial Bankshares in Q2 2023 and held it in 4 quarters.
  • Integrated Wealth Concepts's First Financial Bankshares position peaked at $497K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.