PTC
FFWM

Petrus Trust Company’s First Foundation Inc FFWM Stock Holding History

Petrus Trust Company’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
2020
Q4 		– Sell
-18,189
Closed -$238K – 121
2020
Q3 		$238K Buy
18,189
+6,562
+56% +$99.6K 0.02% 146
2020
Q2 		$190K Buy
+11,627
New +$156K 0.02% 195
2020
Q1 		– Sell
-11,295
Closed -$197K – 226
2019
Q4 		$197K Hold
11,295
– – 0.03% 254
2019
Q3 		$173K Sell
11,295
-5,330
-32% -$76.6K 0.03% 246
2019
Q2 		$223K Hold
16,625
– – 0.04% 194
2019
Q1 		$226K Buy
+16,625
New +$240K 0.04% 198

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Petrus Trust Company's FFWM Position: Q4 2020 in Review

Petrus Trust Company sold out of First Foundation Inc (FFWM) in Q4 2020, closing a stake of 18,189 shares — an estimated $238K sold.

Petrus Trust Company first reported a position in FFWM in Q1 2019 and held it in 6 quarters. The position peaked at $238K in Q3 2020. 132 funds tracked by Wall St. Rank hold FFWM as of Q4 2020.

  • Petrus Trust Company reported no remaining First Foundation Inc position as of Q4 2020 after selling out during the quarter.
  • Petrus Trust Company sold 18,189 First Foundation Inc shares in Q4 2020, an estimated $238K.
  • Petrus Trust Company first reported a position in First Foundation Inc in Q1 2019 and held it in 6 quarters.
  • Petrus Trust Company's First Foundation Inc position peaked at $238K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2020.

Based on Petrus Trust Company's 13F filing for Q4 2020, filed 16 Feb 2021.