PFS
FFWM

Prospera Financial Services’s First Foundation Inc FFWM Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-3,271
Closed -$67K – 1089
2022
Q2 		$67K Sell
3,271
-178
-5% -$3.94K ﹤0.01% 976
2022
Q1 		$84K Buy
+3,449
New +$89.6K ﹤0.01% 1169

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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's FFWM Position: Q3 2022 in Review

Prospera Financial Services sold out of First Foundation Inc (FFWM) in Q3 2022, closing a stake of 3,271 shares — an estimated $67K sold.

Prospera Financial Services first reported a position in FFWM in Q1 2022 and held it in 2 quarters. The position peaked at $84K in Q1 2022. 164 funds tracked by Wall St. Rank hold FFWM as of Q3 2022.

  • Prospera Financial Services reported no remaining First Foundation Inc position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 3,271 First Foundation Inc shares in Q3 2022, an estimated $67K.
  • Prospera Financial Services first reported a position in First Foundation Inc in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's First Foundation Inc position peaked at $84K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.