MPWT
FFWM

MassMutual Private Wealth & Trust’s First Foundation Inc FFWM Stock Holding History

MassMutual Private Wealth & Trust’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
-21
Closed -$156 – 1941
2023
Q1 		$156 Hold
21
– – ﹤0.01% 1776
2022
Q4 		$0 Buy
+21
New +$325 ﹤0.01% 1711

Other funds holding FFWM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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 $61.5B AUM 30.7% 1-Year Est. Return

MassMutual Private Wealth & Trust's FFWM Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of First Foundation Inc (FFWM) in Q2 2023, closing a stake of 21 shares — an estimated $156 sold.

MassMutual Private Wealth & Trust first reported a position in FFWM in Q4 2022 and held it in 2 quarters. The position peaked at $156 in Q1 2023. 142 funds tracked by Wall St. Rank hold FFWM as of Q2 2023.

  • MassMutual Private Wealth & Trust reported no remaining First Foundation Inc position as of Q2 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 21 First Foundation Inc shares in Q2 2023, an estimated $156.
  • MassMutual Private Wealth & Trust first reported a position in First Foundation Inc in Q4 2022 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's First Foundation Inc position peaked at $156 in Q1 2023.
  • 142 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.