Putnam Investments’s First Foundation Inc FFWM Stock Holding History

Putnam Investments’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 Q4	$9.44M	Sell	975,668 -6,696	-0.7%	-$42.7K	0.01%	336
2023 Q3	$5.97M	Buy	982,364 +190,059	+24%	+$1.25M	0.01%	402
2023 Q2	$3.15M	Buy	792,305 +507,034	+178%	+$2.61M	﹤0.01%	616
2023 Q1	$2.13M	Buy	285,271 +43,089	+18%	+$575K	﹤0.01%	711
2022 Q4	$3.47M	Buy	242,182 +25,421	+12%	+$394K	0.01%	573
2022 Q3	$3.93M	Sell	216,761 -1,799	-0.8%	-$35.7K	0.01%	501
2022 Q2	$4.48M	Sell	218,560 -6,420	-3%	-$142K	0.01%	465
2022 Q1	$5.46M	Buy	224,980 +67,817	+43%	+$1.76M	0.01%	478
2021 Q4	$3.91M	Buy	+157,163	New	+$4.19M	0.01%	620

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Putnam Investments's FFWM Position: Q4 2023 in Review

Putnam Investments reduced its First Foundation Inc (FFWM) stake by 0.68% in Q4 2023, selling an estimated $42.7K and leaving 975,668 shares worth $9.44M. The position accounts for 0.01% of the portfolio, ranked #336.

Putnam Investments first reported a position in FFWM in Q4 2021 and has held it in 9 quarters since. 146 funds tracked by Wall St. Rank hold FFWM as of Q4 2023.

Putnam Investments held 975,668 shares of First Foundation Inc worth $9.44M as of Q4 2023.
Putnam Investments sold 6,696 First Foundation Inc shares in Q4 2023, an estimated $42.7K.
First Foundation Inc made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #336 holding.
Putnam Investments first reported a position in First Foundation Inc in Q4 2021 and has held it in 9 quarters since.
146 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.