Macquarie Group
FFWM

Macquarie Group’s First Foundation Inc FFWM Stock Holding History

Macquarie Group’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
Q2 		– Sell
-60
Closed – – 1681
2023
Q1 		$0 Sell
60
-1,851,847
-100% -$24.7M ﹤0.01% 1723
2022
Q4 		$26.5M Buy
1,851,907
+47,717
+3% +$739K 0.03% 629
2022
Q3 		$32.7M Buy
1,804,190
+40,343
+2% +$800K 0.04% 566
2022
Q2 		$36.1M Buy
1,763,847
+74,070
+4% +$1.64M 0.04% 564
2022
Q1 		$41K Buy
1,689,777
+574,701
+52% +$14.9M 0.03% 590
2021
Q4 		$27.7M Buy
1,115,076
+18,971
+2% +$505K 0.02% 672
2021
Q3 		$28.8M Buy
1,096,105
+11,023
+1% +$263K 0.02% 663
2021
Q2 		$24.4M Buy
1,085,082
+505,668
+87% +$12.1M 0.02% 728
2021
Q1 		$13.6M Sell
579,414
-29,678
-5% -$663K 0.02% 642
2020
Q4 		$12.2M Buy
609,092
+2,171
+0.4% +$37K 0.02% 653
2020
Q3 		$7.93M Buy
606,921
+135,158
+29% +$2.05M 0.01% 703
2020
Q2 		$7.71M Buy
+471,763
New +$6.34M 0.01% 683

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Macquarie Group's FFWM Position: Q2 2023 in Review

Macquarie Group sold out of First Foundation Inc (FFWM) in Q2 2023, closing a stake of 60 shares.

Macquarie Group first reported a position in FFWM in Q2 2020 and held it in 12 quarters. The position peaked at $36.1M in Q2 2022. 142 funds tracked by Wall St. Rank hold FFWM as of Q2 2023.

  • Macquarie Group reported no remaining First Foundation Inc position as of Q2 2023 after selling out during the quarter.
  • Macquarie Group sold 60 First Foundation Inc shares in Q2 2023.
  • Macquarie Group first reported a position in First Foundation Inc in Q2 2020 and held it in 12 quarters.
  • Macquarie Group's First Foundation Inc position peaked at $36.1M in Q2 2022.
  • 142 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2023.

Based on Macquarie Group's 13F filing for Q2 2023, filed 14 Aug 2023.