MWM
FFWM

Modera Wealth Management’s First Foundation Inc FFWM Stock Holding History

Modera Wealth 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
2024
Q4 		– Sell
-190,349
Closed -$1.19M – 626
2024
Q3 		$1.19M Sell
190,349
-95,150
-33% -$609K 0.02% 288
2024
Q2 		$1.87M Buy
+285,499
New +$1.75M 0.03% 227

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 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 $2.9T AUM 29.55% 1-Year Est. Return

Modera Wealth Management's FFWM Position: Q4 2024 in Review

Modera Wealth Management sold out of First Foundation Inc (FFWM) in Q4 2024, closing a stake of 190,349 shares — an estimated $1.19M sold.

Modera Wealth Management first reported a position in FFWM in Q2 2024 and held it in 2 quarters. The position peaked at $1.87M in Q2 2024. 161 funds tracked by Wall St. Rank hold FFWM as of Q4 2024.

  • Modera Wealth Management reported no remaining First Foundation Inc position as of Q4 2024 after selling out during the quarter.
  • Modera Wealth Management sold 190,349 First Foundation Inc shares in Q4 2024, an estimated $1.19M.
  • Modera Wealth Management first reported a position in First Foundation Inc in Q2 2024 and held it in 2 quarters.
  • Modera Wealth Management's First Foundation Inc position peaked at $1.87M in Q2 2024.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2024.

Based on Modera Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.