KTA
FFWM

Keeley-Teton Advisors’s First Foundation Inc FFWM Stock Holding History

Keeley-Teton Advisors’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
-89,900
Closed -$1.29M – 375
2022
Q4 		$1.29M Sell
89,900
-184,748
-67% -$2.86M 0.16% 176
2022
Q3 		$4.98M Buy
274,648
+4,266
+2% +$84.6K 0.68% 39
2022
Q2 		$5.54M Buy
270,382
+114,176
+73% +$2.53M 0.7% 34
2022
Q1 		$3.79M Buy
+156,206
New +$4.06M 0.4% 87

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keeley-Teton Advisors's FFWM Position: Q1 2023 in Review

Keeley-Teton Advisors sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 89,900 shares — an estimated $1.29M sold.

Keeley-Teton Advisors first reported a position in FFWM in Q1 2022 and held it in 4 quarters. The position peaked at $5.54M in Q2 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • Keeley-Teton Advisors reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • Keeley-Teton Advisors sold 89,900 First Foundation Inc shares in Q1 2023, an estimated $1.29M.
  • Keeley-Teton Advisors first reported a position in First Foundation Inc in Q1 2022 and held it in 4 quarters.
  • Keeley-Teton Advisors's First Foundation Inc position peaked at $5.54M in Q2 2022.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Keeley-Teton Advisors's 13F filing for Q1 2023, filed 10 May 2023.