Renaissance Group’s First Foundation Inc FFWM Stock Holding History

Renaissance Group’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	-66,150	Closed	-$948K	–	275
2022 Q4	$948K	Sell	66,150 -2,805	-4%	-$43.4K	0.05%	207
2022 Q3	$1.25M	Buy	68,955 +2,250	+3%	+$44.6K	0.07%	163
2022 Q2	$1.37M	Buy	66,705 +2,534	+4%	+$56.1K	0.07%	133
2022 Q1	$1.56M	Buy	64,171 +3,176	+5%	+$82.5K	0.07%	129
2021 Q4	$1.52M	Buy	60,995 +3,376	+6%	+$89.9K	0.06%	131
2021 Q3	$1.51M	Sell	57,619 -1,517	-3%	-$36.3K	0.07%	119
2021 Q2	$1.33M	Sell	59,136 -1,375	-2%	-$33K	0.06%	126
2021 Q1	$1.42M	Buy	+60,511	New	+$1.35M	0.06%	118

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

ACL

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Renaissance Group's FFWM Position: Q1 2023 in Review

Renaissance Group sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 66,150 shares — an estimated $948K sold.

Renaissance Group first reported a position in FFWM in Q1 2021 and held it in 8 quarters. The position peaked at $1.56M in Q1 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

Renaissance Group reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
Renaissance Group sold 66,150 First Foundation Inc shares in Q1 2023, an estimated $948K.
Renaissance Group first reported a position in First Foundation Inc in Q1 2021 and held it in 8 quarters.
Renaissance Group's First Foundation Inc position peaked at $1.56M in Q1 2022.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Renaissance Group's 13F filing for Q1 2023, filed 12 May 2023.