RJA
FFWM

Raymond James & Associates’s First Foundation Inc FFWM Stock Holding History

Raymond James & Associates’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
2024
Q3 		$62.5K Sell
10,017
-71,412
-88% -$457K ﹤0.01% 3831
2024
Q2 		$533K Sell
81,429
-8,564
-10% -$52.5K ﹤0.01% 3039
2024
Q1 		$679K Buy
+89,993
New +$770K ﹤0.01% 2866
2023
Q3 		– Sell
-20,750
Closed -$82.4K – 3838
2023
Q2 		$82.4K Sell
20,750
-2,800
-12% -$14.4K ﹤0.01% 3665
2023
Q1 		$175K Sell
23,550
-4,451
-16% -$59.4K ﹤0.01% 3525
2022
Q4 		$401K Sell
28,001
-4,027
-13% -$62.4K ﹤0.01% 3034
2022
Q3 		$581K Sell
32,028
-9,566
-23% -$190K ﹤0.01% 2765
2022
Q2 		$852K Sell
41,594
-16,880
-29% -$373K ﹤0.01% 2550
2022
Q1 		$1.42M Buy
58,474
+3,671
+7% +$95.4K ﹤0.01% 2368
2021
Q4 		$1.36M Buy
54,803
+4,278
+8% +$114K ﹤0.01% 2424
2021
Q3 		$1.33M Sell
50,525
-500
-1% -$11.9K ﹤0.01% 2390
2021
Q2 		$1.15M Sell
51,025
-7,275
-12% -$175K ﹤0.01% 2494
2021
Q1 		$1.37M Sell
58,300
-4,900
-8% -$109K ﹤0.01% 2284
2020
Q4 		$1.26M Sell
63,200
-500
-0.8% -$8.52K ﹤0.01% 2186
2020
Q3 		$833K Sell
63,700
-1,800
-3% -$27.3K ﹤0.01% 2293
2020
Q2 		$1.07M Sell
65,500
-3,263
-5% -$43.9K ﹤0.01% 2121
2020
Q1 		$703K Sell
68,763
-12,130
-15% -$179K ﹤0.01% 2201
2019
Q4 		$1.41M Hold
80,893
– – ﹤0.01% 2057
2019
Q3 		$1.24M Sell
80,893
-2,000
-2% -$28.7K ﹤0.01% 2062
2019
Q2 		$1.11M Sell
82,893
-5,650
-6% -$77.9K ﹤0.01% 2149
2019
Q1 		$1.2M Buy
88,543
+7,625
+9% +$110K ﹤0.01% 2088
2018
Q4 		$1.04M Sell
80,918
-11,180
-12% -$169K ﹤0.01% 2069
2018
Q3 		$1.44M Buy
92,098
+1,580
+2% +$26.6K ﹤0.01% 2014
2018
Q2 		$1.68M Buy
90,518
+64,080
+242% +$1.21M ﹤0.01% 1877
2018
Q1 		$490K Buy
+26,438
New +$495K ﹤0.01% 2575

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Raymond James & Associates's FFWM Position: Q3 2024 in Review

Raymond James & Associates reduced its First Foundation Inc (FFWM) stake by 88% in Q3 2024, selling an estimated $457K and leaving 10,017 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3831.

Raymond James & Associates first reported a position in FFWM in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.68M in Q2 2018. 161 funds tracked by Wall St. Rank hold FFWM as of Q3 2024.

  • Raymond James & Associates held 10,017 shares of First Foundation Inc worth $62.5K as of Q3 2024.
  • Raymond James & Associates sold 71,412 First Foundation Inc shares in Q3 2024, an estimated $457K.
  • First Foundation Inc made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3831 holding.
  • Raymond James & Associates first reported a position in First Foundation Inc in Q1 2018 and has held it in 25 quarters since.
  • Raymond James & Associates's First Foundation Inc position peaked at $1.68M in Q2 2018.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.