OQS
FFWM

Occudo Quantitative Strategies’s First Foundation Inc FFWM Stock Holding History

Occudo Quantitative Strategies’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
-29,993
Closed -$544K – 1104
2022
Q3 		$544K Sell
29,993
-1,222
-4% -$24.2K 0.04% 632
2022
Q2 		$639K Buy
31,215
+8,142
+35% +$180K 0.05% 533
2022
Q1 		$560K Buy
23,073
+11,159
+94% +$290K 0.05% 597
2021
Q4 		$296K Buy
+11,914
New +$317K 0.03% 773

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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Occudo Quantitative Strategies's FFWM Position: Q4 2022 in Review

Occudo Quantitative Strategies sold out of First Foundation Inc (FFWM) in Q4 2022, closing a stake of 29,993 shares — an estimated $544K sold.

Occudo Quantitative Strategies first reported a position in FFWM in Q4 2021 and held it in 4 quarters. The position peaked at $639K in Q2 2022. 170 funds tracked by Wall St. Rank hold FFWM as of Q4 2022.

  • Occudo Quantitative Strategies reported no remaining First Foundation Inc position as of Q4 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 29,993 First Foundation Inc shares in Q4 2022, an estimated $544K.
  • Occudo Quantitative Strategies first reported a position in First Foundation Inc in Q4 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's First Foundation Inc position peaked at $639K in Q2 2022.
  • 170 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2022, filed 14 Feb 2023.