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Mission Wealth Management’s First Financial Bankshares FFIN Stock Holding History

Mission Wealth Management’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,000
Closed -$295K – 694
2024
Q2 		$295K Hold
10,000
– – 0.01% 535
2024
Q1 		$328K Hold
10,000
– – 0.01% 532
2023
Q4 		$303K Sell
10,000
-32,191
-76% -$853K 0.01% 468
2023
Q3 		$1.06M Buy
+42,191
New +$1.22M 0.04% 213

Other funds holding FFIN

FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Mission Wealth Management's FFIN Position: Q3 2024 in Review

Mission Wealth Management sold out of First Financial Bankshares (FFIN) in Q3 2024, closing a stake of 10,000 shares — an estimated $295K sold.

Mission Wealth Management first reported a position in FFIN in Q3 2023 and held it in 4 quarters. The position peaked at $1.06M in Q3 2023. 298 funds tracked by Wall St. Rank hold FFIN as of Q3 2024.

  • Mission Wealth Management reported no remaining First Financial Bankshares position as of Q3 2024 after selling out during the quarter.
  • Mission Wealth Management sold 10,000 First Financial Bankshares shares in Q3 2024, an estimated $295K.
  • Mission Wealth Management first reported a position in First Financial Bankshares in Q3 2023 and held it in 4 quarters.
  • Mission Wealth Management's First Financial Bankshares position peaked at $1.06M in Q3 2023.
  • 298 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2024.

Based on Mission Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.