OSAM
FFWM

O'Shaughnessy Asset Management’s First Foundation Inc FFWM Stock Holding History

O'Shaughnessy 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
2024
Q4 		– Sell
-24,016
Closed -$174K – 2228
2024
Q3 		$174K Buy
+24,016
New +$154K ﹤0.01% 1711

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

O'Shaughnessy Asset Management's FFWM Position: Q4 2024 in Review

O'Shaughnessy Asset Management sold out of First Foundation Inc (FFWM) in Q4 2024, closing a stake of 24,016 shares — an estimated $174K sold.

O'Shaughnessy Asset Management first reported a position in FFWM in Q3 2024 and held it in 1 quarter. The position peaked at $174K in Q3 2024. 161 funds tracked by Wall St. Rank hold FFWM as of Q4 2024.

  • O'Shaughnessy Asset Management reported no remaining First Foundation Inc position as of Q4 2024 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 24,016 First Foundation Inc shares in Q4 2024, an estimated $174K.
  • O'Shaughnessy Asset Management first reported a position in First Foundation Inc in Q3 2024 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's First Foundation Inc position peaked at $174K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2024.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.