Jennison Associates
FFWM

Jennison Associates’s First Foundation Inc FFWM Stock Holding History

Jennison Associates’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
2023
Q1 		– Sell
-617,253
Closed -$8.85M – 606
2022
Q4 		$8.85M Sell
617,253
-152,558
-20% -$2.36M 0.01% 400
2022
Q3 		$14M Sell
769,811
-329,518
-30% -$6.54M 0.01% 363
2022
Q2 		$22.5M Buy
1,099,329
+42,836
+4% +$948K 0.02% 300
2022
Q1 		$25.7M Buy
1,056,493
+28,510
+3% +$741K 0.02% 320
2021
Q4 		$25.6M Sell
1,027,983
-28,235
-3% -$752K 0.02% 325
2021
Q3 		$27.8M Buy
1,056,218
+58,995
+6% +$1.41M 0.02% 318
2021
Q2 		$22.4M Sell
997,223
-31,982
-3% -$768K 0.01% 354
2021
Q1 		$24.1M Sell
1,029,205
-677,016
-40% -$15.1M 0.02% 334
2020
Q4 		$34.1M Buy
1,706,221
+238,315
+16% +$4.06M 0.02% 273
2020
Q3 		$19.2M Buy
1,467,906
+450,101
+44% +$6.83M 0.02% 309
2020
Q2 		$16.6M Buy
1,017,805
+232,593
+30% +$3.13M 0.02% 316
2020
Q1 		$8.03M Buy
785,212
+205,106
+35% +$3.03M 0.01% 354
2019
Q4 		$10.1M Buy
580,106
+260,743
+82% +$4.2M 0.01% 379
2019
Q3 		$4.88M Buy
+319,363
New +$4.59M 0.01% 460

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates's FFWM Position: Q1 2023 in Review

Jennison Associates sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 617,253 shares — an estimated $8.85M sold.

Jennison Associates first reported a position in FFWM in Q3 2019 and held it in 14 quarters. The position peaked at $34.1M in Q4 2020. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • Jennison Associates reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • Jennison Associates sold 617,253 First Foundation Inc shares in Q1 2023, an estimated $8.85M.
  • Jennison Associates first reported a position in First Foundation Inc in Q3 2019 and held it in 14 quarters.
  • Jennison Associates's First Foundation Inc position peaked at $34.1M in Q4 2020.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Jennison Associates's 13F filing for Q1 2023, filed 26 Apr 2023.