Jones Financial Companies
FFWM

Jones Financial Companies’s First Foundation Inc FFWM Stock Holding History

Jones Financial Companies’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
2024
Q3 		– Sell
-700
Closed -$4.58K – 3052
2024
Q2 		$4.58K Buy
+700
New +$4.29K ﹤0.01% 1955

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Jones Financial Companies's FFWM Position: Q3 2024 in Review

Jones Financial Companies sold out of First Foundation Inc (FFWM) in Q3 2024, closing a stake of 700 shares — an estimated $4.58K sold.

Jones Financial Companies first reported a position in FFWM in Q2 2024 and held it in 1 quarter. The position peaked at $4.58K in Q2 2024. 161 funds tracked by Wall St. Rank hold FFWM as of Q3 2024.

  • Jones Financial Companies reported no remaining First Foundation Inc position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 700 First Foundation Inc shares in Q3 2024, an estimated $4.58K.
  • Jones Financial Companies first reported a position in First Foundation Inc in Q2 2024 and held it in 1 quarter.
  • Jones Financial Companies's First Foundation Inc position peaked at $4.58K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.