SIAG
FFWM

Safeguard Investment Advisory Group’s First Foundation Inc FFWM Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-45
Closed – – 287
2020
Q4 		$0 Buy
+45
New +$767 ﹤0.01% 738

Other funds holding FFWM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Safeguard Investment Advisory Group's FFWM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of First Foundation Inc (FFWM) in Q1 2021, closing a stake of 45 shares.

Safeguard Investment Advisory Group first reported a position in FFWM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining First Foundation Inc position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 45 First Foundation Inc shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in First Foundation Inc in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's First Foundation Inc position peaked at $0 in Q4 2020.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.