SPA
FFWM

Sherbrooke Park Advisers’s First Foundation Inc FFWM Stock Holding History

Sherbrooke Park Advisers’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
Q2 		– Sell
-62,341
Closed -$471K – 1006
2024
Q1 		$471K Buy
+62,341
New +$534K 0.09% 383

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
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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 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
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

Sherbrooke Park Advisers's FFWM Position: Q2 2024 in Review

Sherbrooke Park Advisers sold out of First Foundation Inc (FFWM) in Q2 2024, closing a stake of 62,341 shares — an estimated $471K sold.

Sherbrooke Park Advisers first reported a position in FFWM in Q1 2024 and held it in 1 quarter. The position peaked at $471K in Q1 2024. 155 funds tracked by Wall St. Rank hold FFWM as of Q2 2024.

  • Sherbrooke Park Advisers reported no remaining First Foundation Inc position as of Q2 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 62,341 First Foundation Inc shares in Q2 2024, an estimated $471K.
  • Sherbrooke Park Advisers first reported a position in First Foundation Inc in Q1 2024 and held it in 1 quarter.
  • Sherbrooke Park Advisers's First Foundation Inc position peaked at $471K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.