LSV Asset Management
FFWM

LSV Asset Management’s First Foundation Inc FFWM Stock Holding History

LSV Asset 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
2023
Q4 		– Sell
-199,968
Closed -$1.22M – 876
2023
Q3 		$1.22M Hold
199,968
– – ﹤0.01% 669
2023
Q2 		$794K Hold
199,968
– – ﹤0.01% 718
2023
Q1 		$1.49M Sell
199,968
-19,869
-9% -$265K ﹤0.01% 637
2022
Q4 		$3.15M Hold
219,837
– – 0.01% 551
2022
Q3 		$3.99M Hold
219,837
– – 0.01% 533
2022
Q2 		$4.5M Hold
219,837
– – 0.01% 522
2022
Q1 		$5.34M Sell
219,837
-13,900
-6% -$361K 0.01% 516
2021
Q4 		$5.81M Sell
233,737
-19,700
-8% -$525K 0.01% 520
2021
Q3 		$6.67M Buy
253,437
+219,537
+648% +$5.25M 0.01% 504
2021
Q2 		$763K Buy
+33,900
New +$814K ﹤0.01% 746

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
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

LSV Asset Management's FFWM Position: Q4 2023 in Review

LSV Asset Management sold out of First Foundation Inc (FFWM) in Q4 2023, closing a stake of 199,968 shares — an estimated $1.22M sold.

LSV Asset Management first reported a position in FFWM in Q2 2021 and held it in 10 quarters. The position peaked at $6.67M in Q3 2021. 146 funds tracked by Wall St. Rank hold FFWM as of Q4 2023.

  • LSV Asset Management reported no remaining First Foundation Inc position as of Q4 2023 after selling out during the quarter.
  • LSV Asset Management sold 199,968 First Foundation Inc shares in Q4 2023, an estimated $1.22M.
  • LSV Asset Management first reported a position in First Foundation Inc in Q2 2021 and held it in 10 quarters.
  • LSV Asset Management's First Foundation Inc position peaked at $6.67M in Q3 2021.
  • 146 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2023.

Based on LSV Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.