PP
FFWM

PDT Partners’s First Foundation Inc FFWM Stock Holding History

PDT Partners’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
Q1 		– Sell
-47,712
Closed -$462K – 648
2023
Q4 		$462K Buy
+47,712
New +$304K 0.05% 413
2022
Q1 		– Sell
-24,343
Closed -$605K – 983
2021
Q4 		$605K Buy
+24,343
New +$649K 0.05% 484
2018
Q3 		– Sell
-25,766
Closed -$478K – 491
2018
Q2 		$478K Buy
25,766
+3,491
+16% +$66.1K 0.02% 403
2018
Q1 		$413K Buy
22,275
+2,283
+11% +$42.8K 0.01% 458
2017
Q4 		$371K Buy
19,992
+140
+0.7% +$2.58K 0.01% 466
2017
Q3 		$355K Buy
19,852
+77
+0.4% +$1.3K 0.01% 462
2017
Q2 		$325K Sell
19,775
-1,900
-9% -$30.3K 0.01% 445
2017
Q1 		$336K Buy
21,675
+6,475
+43% +$99.1K 0.02% 414
2016
Q4 		$217K Buy
+15,200
New +$202K 0.01% 458

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

PDT Partners's FFWM Position: Q1 2024 in Review

PDT Partners sold out of First Foundation Inc (FFWM) in Q1 2024, closing a stake of 47,712 shares — an estimated $462K sold.

PDT Partners first reported a position in FFWM in Q4 2016 and held it in 9 quarters. The position peaked at $605K in Q4 2021. 155 funds tracked by Wall St. Rank hold FFWM as of Q1 2024.

  • PDT Partners reported no remaining First Foundation Inc position as of Q1 2024 after selling out during the quarter.
  • PDT Partners sold 47,712 First Foundation Inc shares in Q1 2024, an estimated $462K.
  • PDT Partners first reported a position in First Foundation Inc in Q4 2016 and held it in 9 quarters.
  • PDT Partners's First Foundation Inc position peaked at $605K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2024.

Based on PDT Partners's 13F filing for Q1 2024, filed 15 May 2024.