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Kula Investments’s First Financial Bankshares FFIN Stock Holding History

Kula Investments’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,242
Closed -$421K – 692
2022
Q4 		$421K Buy
+12,242
New +$463K 0.12% 268

Other funds holding FFIN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kula Investments's FFIN Position: Q1 2023 in Review

Kula Investments sold out of First Financial Bankshares (FFIN) in Q1 2023, closing a stake of 12,242 shares — an estimated $421K sold.

Kula Investments first reported a position in FFIN in Q4 2022 and held it in 1 quarter. The position peaked at $421K in Q4 2022. 272 funds tracked by Wall St. Rank hold FFIN as of Q1 2023.

  • Kula Investments reported no remaining First Financial Bankshares position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 12,242 First Financial Bankshares shares in Q1 2023, an estimated $421K.
  • Kula Investments first reported a position in First Financial Bankshares in Q4 2022 and held it in 1 quarter.
  • Kula Investments's First Financial Bankshares position peaked at $421K in Q4 2022.
  • 272 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.