NYLIM
FFWM

New York Life Investment Management’s First Foundation Inc FFWM Stock Holding History

New York Life 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
2024
Q1 		– Sell
-46,715
Closed -$452K – 1398
2023
Q4 		$452K Sell
46,715
-1,076
-2% -$6.86K ﹤0.01% 901
2023
Q3 		$291K Sell
47,791
-7,636
-14% -$50.3K ﹤0.01% 1174
2023
Q2 		$220K Sell
55,427
-3,996
-7% -$20.6K ﹤0.01% 1288
2023
Q1 		$443K Buy
59,423
+36,070
+154% +$482K ﹤0.01% 1142
2022
Q4 		$335K Buy
23,353
+2,633
+13% +$40.8K ﹤0.01% 1101
2022
Q3 		$376K Buy
20,720
+1,521
+8% +$30.2K ﹤0.01% 991
2022
Q2 		$393K Buy
+19,199
New +$425K ﹤0.01% 983

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

New York Life Investment Management's FFWM Position: Q1 2024 in Review

New York Life Investment Management sold out of First Foundation Inc (FFWM) in Q1 2024, closing a stake of 46,715 shares — an estimated $452K sold.

New York Life Investment Management first reported a position in FFWM in Q2 2022 and held it in 7 quarters. The position peaked at $452K in Q4 2023. 155 funds tracked by Wall St. Rank hold FFWM as of Q1 2024.

  • New York Life Investment Management reported no remaining First Foundation Inc position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 46,715 First Foundation Inc shares in Q1 2024, an estimated $452K.
  • New York Life Investment Management first reported a position in First Foundation Inc in Q2 2022 and held it in 7 quarters.
  • New York Life Investment Management's First Foundation Inc position peaked at $452K in Q4 2023.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.