SAM
FFWM

Shell Asset Management’s First Foundation Inc FFWM Stock Holding History

Shell Asset Management’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 		– Sell
-32,864
Closed -$200K – 1260
2023
Q3 		$200K Buy
+32,864
New +$217K 0.01% 904

Other funds holding FFWM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shell Asset Management's FFWM Position: Q4 2023 in Review

Shell Asset Management sold out of First Foundation Inc (FFWM) in Q4 2023, closing a stake of 32,864 shares — an estimated $200K sold.

Shell Asset Management first reported a position in FFWM in Q3 2023 and held it in 1 quarter. The position peaked at $200K in Q3 2023. 146 funds tracked by Wall St. Rank hold FFWM as of Q4 2023.

  • Shell Asset Management reported no remaining First Foundation Inc position as of Q4 2023 after selling out during the quarter.
  • Shell Asset Management sold 32,864 First Foundation Inc shares in Q4 2023, an estimated $200K.
  • Shell Asset Management first reported a position in First Foundation Inc in Q3 2023 and held it in 1 quarter.
  • Shell Asset Management's First Foundation Inc position peaked at $200K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2023.

Based on Shell Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.