IP
FFWM

Interval Partners’s First Foundation Inc FFWM Stock Holding History

Interval Partners’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
Q2 		– Sell
-21,755
Closed -$528K – 301
2022
Q1 		$528K Sell
21,755
-11,302
-34% -$294K 0.04% 253
2021
Q4 		$822K Sell
33,057
-23,213
-41% -$618K 0.06% 226
2021
Q3 		$1.48M Sell
56,270
-6,593
-10% -$158K 0.09% 245
2021
Q2 		$1.42M Buy
+62,863
New +$1.51M 0.09% 231

Other funds holding FFWM

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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