MFIM
FFWM

Mesirow Financial Investment Management’s First Foundation Inc FFWM Stock Holding History

Mesirow Financial Investment 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
Q1 		– Sell
-15,388
Closed -$221K – 77
2022
Q4 		$221K Hold
15,388
– – 0.93% 66
2022
Q3 		$279K Hold
15,388
– – 1.33% 34
2022
Q2 		$315K Sell
15,388
-2,656
-15% -$58.8K 1.52% 27
2022
Q1 		$438K Sell
18,044
-4,545
-20% -$118K 1.48% 21
2021
Q4 		$562K Hold
22,589
– – 1.62% 20
2021
Q3 		$594K Sell
22,589
-671
-3% -$16K 1.75% 7
2021
Q2 		$524K Buy
23,260
+89
+0.4% +$2.14K 1.34% 31
2021
Q1 		$544K Sell
23,171
-662
-3% -$14.8K 1.48% 20
2020
Q4 		$477K Buy
23,833
+109
+0.5% +$1.86K 1.51% 22
2020
Q3 		$310K Buy
23,724
+147
+0.6% +$2.23K 1.33% 40
2020
Q2 		$385K Sell
23,577
-591
-2% -$7.94K 1.81% 9
2020
Q1 		$247K Sell
24,168
-2,189
-8% -$32.3K 1.56% 29
2019
Q4 		$459K Sell
26,357
-12,499
-32% -$201K 1.94% 13
2019
Q3 		$594K Sell
38,856
-5,705
-13% -$82K 2.5% 2
2019
Q2 		$621K Buy
44,561
+4,804
+12% +$66.2K 2.27% 18
2019
Q1 		$540K Buy
39,757
+12,687
+47% +$183K 2.15% 9
2018
Q4 		$348K Hold
27,070
– – 2.25% 13
2018
Q3 		$423K Buy
27,070
+4,310
+19% +$72.6K 2.18% 13
2018
Q2 		$422K Sell
22,760
-4,074
-15% -$77.2K 1.87% 21
2018
Q1 		$498K Sell
26,834
-389
-1% -$7.29K 2.1% 14
2017
Q4 		$505K Buy
27,223
+481
+2% +$8.88K 2.29% 13
2017
Q3 		$478K Buy
+26,742
New +$453K 2.25% 14

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mesirow Financial Investment Management's FFWM Position: Q1 2023 in Review

Mesirow Financial Investment Management sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 15,388 shares — an estimated $221K sold.

Mesirow Financial Investment Management first reported a position in FFWM in Q3 2017 and held it in 22 quarters. The position peaked at $621K in Q2 2019. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • Mesirow Financial Investment Management reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 15,388 First Foundation Inc shares in Q1 2023, an estimated $221K.
  • Mesirow Financial Investment Management first reported a position in First Foundation Inc in Q3 2017 and held it in 22 quarters.
  • Mesirow Financial Investment Management's First Foundation Inc position peaked at $621K in Q2 2019.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2023, filed 12 Apr 2023.