Orchard Capital Management’s First Foundation Inc FFWM Stock Holding History

Orchard Capital 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
2023 Q1	–	Sell	-263,064	Closed	-$3.77M	–	52
2022 Q4	$3.77M	Hold	263,064	–	–	1.26%	34
2022 Q3	$4.77M	Hold	263,064	–	–	1.78%	30
2022 Q2	$5.47M	Sell	263,064 -278,959	-51%	-$6.17M	1.71%	28
2022 Q1	$13.2M	Buy	542,023 +32,100	+6%	+$834K	3.74%	5
2021 Q4	$12.7M	Hold	509,923	–	–	3.72%	9
2021 Q3	$13.4M	Hold	509,923	–	–	4.04%	5
2021 Q2	$11.5M	Buy	509,923 +44,982	+10%	+$1.08M	3.32%	10
2021 Q1	$10.9M	Buy	464,941 +32,802	+8%	+$733K	3.43%	10
2020 Q4	$8.64M	Buy	+432,139	New	+$7.36M	3.68%	9

Other funds holding FFWM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orchard Capital Management's FFWM Position: Q1 2023 in Review

Orchard Capital Management sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 263,064 shares — an estimated $3.77M sold.

Orchard Capital Management first reported a position in FFWM in Q4 2020 and held it in 9 quarters. The position peaked at $13.4M in Q3 2021. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

Orchard Capital Management reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
Orchard Capital Management sold 263,064 First Foundation Inc shares in Q1 2023, an estimated $3.77M.
Orchard Capital Management first reported a position in First Foundation Inc in Q4 2020 and held it in 9 quarters.
Orchard Capital Management's First Foundation Inc position peaked at $13.4M in Q3 2021.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Orchard Capital Management's 13F filing for Q1 2023, filed 15 May 2023.