KCM
FFWM

Kennedy Capital Management’s First Foundation Inc FFWM Stock Holding History

Kennedy Capital Management’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
-502,940
Closed -$3.29M – 699
2024
Q2 		$3.29M Buy
502,940
+273,688
+119% +$1.68M 0.07% 426
2024
Q1 		$1.73M Buy
+229,252
New +$1.96M 0.04% 545
2023
Q2 		– Sell
-65,350
Closed -$487K – 676
2023
Q1 		$487K Sell
65,350
-49,492
-43% -$661K 0.01% 559
2022
Q4 		$1.65M Sell
114,842
-149,006
-56% -$2.31M 0.05% 434
2022
Q3 		$4.79M Sell
263,848
-2,541
-1% -$50.4K 0.14% 259
2022
Q2 		$5.46M Sell
266,389
-396,940
-60% -$8.78M 0.15% 249
2022
Q1 		$16.1M Sell
663,329
-6,497
-1% -$169K 0.38% 57
2021
Q4 		$16.7M Sell
669,826
-20,221
-3% -$539K 0.35% 72
2021
Q3 		$18.1M Sell
690,047
-12,682
-2% -$303K 0.41% 50
2021
Q2 		$15.8M Sell
702,729
-3,712
-0.5% -$89.1K 0.34% 74
2021
Q1 		$16.6M Sell
706,441
-5,459
-0.8% -$122K 0.33% 70
2020
Q4 		$14.2M Buy
711,900
+79,768
+13% +$1.36M 0.32% 80
2020
Q3 		$8.26M Sell
632,132
-16,584
-3% -$252K 0.24% 136
2020
Q2 		$10.6M Sell
648,716
-41,136
-6% -$553K 0.31% 76
2020
Q1 		$7.05M Buy
689,852
+306,967
+80% +$4.54M 0.26% 107
2019
Q4 		$6.66M Buy
382,885
+72,930
+24% +$1.17M 0.16% 221
2019
Q3 		$4.74M Buy
+309,955
New +$4.45M 0.12% 341
2018
Q2 		– Sell
-293,588
Closed -$5.44M – 752
2018
Q1 		$5.44M Sell
293,588
-21,362
-7% -$400K 0.11% 360
2017
Q4 		$5.84M Buy
314,950
+13,989
+5% +$258K 0.1% 370
2017
Q3 		$5.38M Buy
300,961
+1,124
+0.4% +$19.1K 0.1% 391
2017
Q2 		$4.93M Buy
+299,837
New +$4.78M 0.09% 411
2016
Q3 		– Sell
-225,660
Closed -$2.43M – 724
2016
Q2 		$2.43M Sell
225,660
-11,812
-5% -$131K 0.05% 532
2016
Q1 		$2.66M Sell
237,472
-6,204
-3% -$68.3K 0.05% 530
2015
Q4 		$2.87M Sell
243,676
-5,824
-2% -$67.9K 0.06% 503
2015
Q3 		$2.84M Buy
+249,500
New +$2.68M 0.06% 498

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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Kennedy Capital Management's FFWM Position: Q3 2024 in Review

Kennedy Capital Management sold out of First Foundation Inc (FFWM) in Q3 2024, closing a stake of 502,940 shares — an estimated $3.29M sold.

Kennedy Capital Management first reported a position in FFWM in Q3 2015 and held it in 25 quarters. The position peaked at $18.1M in Q3 2021. 161 funds tracked by Wall St. Rank hold FFWM as of Q3 2024.

  • Kennedy Capital Management reported no remaining First Foundation Inc position as of Q3 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 502,940 First Foundation Inc shares in Q3 2024, an estimated $3.29M.
  • Kennedy Capital Management first reported a position in First Foundation Inc in Q3 2015 and held it in 25 quarters.
  • Kennedy Capital Management's First Foundation Inc position peaked at $18.1M in Q3 2021.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2024.

Based on Kennedy Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.