NAM
FFWM

NorthCoast Asset Management’s First Foundation Inc FFWM Stock Holding History

NorthCoast Asset 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
2021
Q3 		$1.08M Buy
41,212
+5,581
+16% +$133K 0.04% 247
2021
Q2 		$803K Buy
35,631
+6,548
+23% +$157K 0.03% 288
2021
Q1 		$683K Buy
29,083
+18,663
+179% +$417K 0.03% 273
2020
Q4 		$209K Sell
10,420
-3,097
-23% -$52.8K 0.01% 367
2020
Q3 		$177K Buy
+13,517
New +$205K 0.01% 347

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NorthCoast Asset Management's FFWM Position: Q3 2021 in Review

NorthCoast Asset Management increased its First Foundation Inc (FFWM) stake by 16% in Q3 2021, buying an estimated $133K and bringing the position to 41,212 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #247.

NorthCoast Asset Management first reported a position in FFWM in Q3 2020 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold FFWM as of Q3 2021.

  • NorthCoast Asset Management held 41,212 shares of First Foundation Inc worth $1.08M as of Q3 2021.
  • NorthCoast Asset Management bought 5,581 First Foundation Inc shares in Q3 2021, an estimated $133K.
  • First Foundation Inc made up 0.04% of NorthCoast Asset Management's portfolio in Q3 2021, its #247 holding.
  • NorthCoast Asset Management first reported a position in First Foundation Inc in Q3 2020 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.