Phocas Financial Corp’s First Foundation Inc FFWM Stock Holding History

Phocas Financial Corp’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	-241,966	Closed	-$3.47M	–	231
2022 Q4	$3.47M	Sell	241,966 -242,712	-50%	-$3.76M	0.5%	86
2022 Q3	$8.79M	Buy	484,678 +164,300	+51%	+$3.26M	1.36%	9
2022 Q2	$6.56M	Buy	320,378 +76,587	+31%	+$1.69M	0.98%	32
2022 Q1	$5.92M	Buy	243,791 +113,172	+87%	+$2.94M	0.74%	60
2021 Q4	$3.25M	Buy	+130,619	New	+$3.48M	0.41%	97
2019 Q3	–	Sell	-3,150	Closed	-$42K	–	229
2019 Q2	$42K	Buy	+3,150	New	+$43.4K	﹤0.01%	267
2019 Q1	–	Sell	-3,150	Closed	-$41K	–	238
2018 Q4	$41K	Buy	+3,150	New	+$47.5K	﹤0.01%	245

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Phocas Financial Corp's FFWM Position: Q1 2023 in Review

Phocas Financial Corp sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 241,966 shares — an estimated $3.47M sold.

Phocas Financial Corp first reported a position in FFWM in Q4 2018 and held it in 7 quarters. The position peaked at $8.79M in Q3 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

Phocas Financial Corp reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
Phocas Financial Corp sold 241,966 First Foundation Inc shares in Q1 2023, an estimated $3.47M.
Phocas Financial Corp first reported a position in First Foundation Inc in Q4 2018 and held it in 7 quarters.
Phocas Financial Corp's First Foundation Inc position peaked at $8.79M in Q3 2022.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.