PMA
FFWM

Prudent Man Advisors’s First Foundation Inc FFWM Stock Holding History

Prudent Man Advisors’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
-10,155
Closed -$146K – 207
2022
Q4 		$146K Buy
+10,155
New +$157K 0.06% 197
2022
Q2 		– Sell
-9,272
Closed -$225K – 173
2022
Q1 		$225K Sell
9,272
-453
-5% -$11.8K 0.09% 164
2021
Q4 		$242K Sell
9,725
-1,728
-15% -$46K 0.09% 160
2021
Q3 		$301K Sell
11,453
-53
-0.5% -$1.27K 0.11% 143
2021
Q2 		$259K Sell
11,506
-55
-0.5% -$1.32K 0.1% 165
2021
Q1 		$271K Buy
11,561
+57
+0.5% +$1.27K 0.11% 152
2020
Q4 		$230K Buy
+11,504
New +$196K 0.1% 159

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
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 $2.9T AUM 29.55% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudent Man Advisors's FFWM Position: Q1 2023 in Review

Prudent Man Advisors sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 10,155 shares — an estimated $146K sold.

Prudent Man Advisors first reported a position in FFWM in Q4 2020 and held it in 7 quarters. The position peaked at $301K in Q3 2021. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • Prudent Man Advisors reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 10,155 First Foundation Inc shares in Q1 2023, an estimated $146K.
  • Prudent Man Advisors first reported a position in First Foundation Inc in Q4 2020 and held it in 7 quarters.
  • Prudent Man Advisors's First Foundation Inc position peaked at $301K in Q3 2021.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Prudent Man Advisors's 13F filing for Q1 2023, filed 5 May 2023.