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 – 289
2022
Q1 		$528K Sell
21,755
-11,302
-34% -$294K 0.03% 253
2021
Q4 		$822K Sell
33,057
-23,213
-41% -$618K 0.04% 226
2021
Q3 		$1.48M Sell
56,270
-6,593
-10% -$158K 0.06% 245
2021
Q2 		$1.42M Buy
+62,863
New +$1.51M 0.06% 231

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Interval Partners's FFWM Position: Q2 2022 in Review

Interval Partners sold out of First Foundation Inc (FFWM) in Q2 2022, closing a stake of 21,755 shares — an estimated $528K sold.

Interval Partners first reported a position in FFWM in Q2 2021 and held it in 4 quarters. The position peaked at $1.48M in Q3 2021. 163 funds tracked by Wall St. Rank hold FFWM as of Q2 2022.

  • Interval Partners reported no remaining First Foundation Inc position as of Q2 2022 after selling out during the quarter.
  • Interval Partners sold 21,755 First Foundation Inc shares in Q2 2022, an estimated $528K.
  • Interval Partners first reported a position in First Foundation Inc in Q2 2021 and held it in 4 quarters.
  • Interval Partners's First Foundation Inc position peaked at $1.48M in Q3 2021.
  • 163 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2022.

Based on Interval Partners's 13F filing for Q2 2022, filed 15 Aug 2022.