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

Oberweis 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
2022 Q4	–	Sell	-56,800	Closed	-$1.03M	–	176
2022 Q3	$1.03M	Buy	56,800 +10,100	+22%	+$200K	0.24%	103
2022 Q2	$956K	Buy	46,700 +11,500	+33%	+$254K	0.24%	91
2022 Q1	$855K	Buy	35,200 +1,500	+4%	+$39K	0.17%	104
2021 Q4	$838K	Buy	33,700 +200	+0.6%	+$5.33K	0.15%	105
2021 Q3	$881K	Hold	33,500	–	–	0.18%	94
2021 Q2	$754K	Buy	33,500 +700	+2%	+$16.8K	0.17%	103
2021 Q1	$769K	Hold	32,800	–	–	0.16%	96
2020 Q4	$656K	Buy	32,800 +6,500	+25%	+$111K	0.17%	77
2020 Q3	$344K	Hold	26,300	–	–	0.12%	98
2020 Q2	$430K	Hold	26,300	–	–	0.17%	90
2020 Q1	$269K	Buy	+26,300	New	+$389K	0.15%	133

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Oberweis Asset Management's FFWM Position: Q4 2022 in Review

Oberweis Asset Management sold out of First Foundation Inc (FFWM) in Q4 2022, closing a stake of 56,800 shares — an estimated $1.03M sold.

Oberweis Asset Management first reported a position in FFWM in Q1 2020 and held it in 11 quarters. The position peaked at $1.03M in Q3 2022. 170 funds tracked by Wall St. Rank hold FFWM as of Q4 2022.

Oberweis Asset Management reported no remaining First Foundation Inc position as of Q4 2022 after selling out during the quarter.
Oberweis Asset Management sold 56,800 First Foundation Inc shares in Q4 2022, an estimated $1.03M.
Oberweis Asset Management first reported a position in First Foundation Inc in Q1 2020 and held it in 11 quarters.
Oberweis Asset Management's First Foundation Inc position peaked at $1.03M in Q3 2022.
170 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2022.

Based on Oberweis Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.