RJFSA
FFWM

Raymond James Financial Services Advisors’s First Foundation Inc FFWM Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$438K Sell
70,197
-26,338
-27% -$168K ﹤0.01% 2714
2024
Q2 		$632K Buy
96,535
+30,750
+47% +$188K ﹤0.01% 2377
2024
Q1 		$497K Buy
65,785
+55,785
+558% +$477K ﹤0.01% 2518
2023
Q4 		$96.8K Hold
10,000
– – ﹤0.01% 3131
2023
Q3 		$60.8K Sell
10,000
-10,000
-50% -$65.9K ﹤0.01% 3139
2023
Q2 		$79.4K Buy
20,000
+10,000
+100% +$51.5K ﹤0.01% 3091
2023
Q1 		$74.5K Buy
+10,000
New +$133K ﹤0.01% 3090

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Raymond James Financial Services Advisors's FFWM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its First Foundation Inc (FFWM) stake by 27% in Q3 2024, selling an estimated $168K and leaving 70,197 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Raymond James Financial Services Advisors first reported a position in FFWM in Q1 2023 and has held it in 7 quarters since. The position peaked at $632K in Q2 2024. 161 funds tracked by Wall St. Rank hold FFWM as of Q3 2024.

  • Raymond James Financial Services Advisors held 70,197 shares of First Foundation Inc worth $438K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 26,338 First Foundation Inc shares in Q3 2024, an estimated $168K.
  • First Foundation Inc made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2714 holding.
  • Raymond James Financial Services Advisors first reported a position in First Foundation Inc in Q1 2023 and has held it in 7 quarters since.
  • Raymond James Financial Services Advisors's First Foundation Inc position peaked at $632K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.