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Opal Wealth Advisors’s First Financial Bankshares FFIN Stock Holding History

Opal Wealth Advisors’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-276
Closed -$8.15K – 536
2024
Q2 		$8.15K Buy
+276
New +$8.26K ﹤0.01% 699

Other funds holding FFIN

FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Opal Wealth Advisors's FFIN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of First Financial Bankshares (FFIN) in Q3 2024, closing a stake of 276 shares — an estimated $8.15K sold.

Opal Wealth Advisors first reported a position in FFIN in Q2 2024 and held it in 1 quarter. The position peaked at $8.15K in Q2 2024. 298 funds tracked by Wall St. Rank hold FFIN as of Q3 2024.

  • Opal Wealth Advisors reported no remaining First Financial Bankshares position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 276 First Financial Bankshares shares in Q3 2024, an estimated $8.15K.
  • Opal Wealth Advisors first reported a position in First Financial Bankshares in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's First Financial Bankshares position peaked at $8.15K in Q2 2024.
  • 298 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.