Marshall Wace North America’s First Foundation Inc FFWM Stock Holding History

Marshall Wace North America’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
2021 Q3	–	Sell	-9,621	Closed	-$217K	–	1517
2021 Q2	$217K	Sell	9,621 -9,821	-51%	-$236K	﹤0.01%	1335
2021 Q1	$456K	Buy	19,442 +5,185	+36%	+$116K	﹤0.01%	1226
2020 Q4	$285K	Hold	14,257	–	–	﹤0.01%	1178
2020 Q3	$186K	Buy	+14,257	New	+$216K	﹤0.01%	1130
2019 Q2	–	Sell	-1,492	Closed	-$20K	–	1287
2019 Q1	$20K	Buy	+1,492	New	+$21.6K	﹤0.01%	1382
2018 Q3	–	Sell	-53,171	Closed	-$986K	–	1056
2018 Q2	$986K	Buy	+53,171	New	+$1.01M	0.01%	931
2018 Q1	–	Sell	-30,409	Closed	-$564K	–	1515
2017 Q4	$564K	Buy	+30,409	New	+$561K	﹤0.01%	1124
2017 Q3	–	Sell	-14,359	Closed	-$230K	–	1339
2017 Q2	$230K	Buy	+14,359	New	+$229K	﹤0.01%	1204

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Marshall Wace North America's FFWM Position: Q3 2021 in Review

Marshall Wace North America sold out of First Foundation Inc (FFWM) in Q3 2021, closing a stake of 9,621 shares — an estimated $217K sold.

Marshall Wace North America first reported a position in FFWM in Q2 2017 and held it in 8 quarters. The position peaked at $986K in Q2 2018. 144 funds tracked by Wall St. Rank hold FFWM as of Q3 2021.

Marshall Wace North America reported no remaining First Foundation Inc position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 9,621 First Foundation Inc shares in Q3 2021, an estimated $217K.
Marshall Wace North America first reported a position in First Foundation Inc in Q2 2017 and held it in 8 quarters.
Marshall Wace North America's First Foundation Inc position peaked at $986K in Q2 2018.
144 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.