SW
FFWM

Simplicity Wealth’s First Foundation Inc FFWM Stock Holding History

Simplicity Wealth’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 		– Sell
-29,934
Closed -$196K – 738
2024
Q2 		$196K Buy
+29,934
New +$183K ﹤0.01% 1116

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Simplicity Wealth's FFWM Position: Q3 2024 in Review

Simplicity Wealth sold out of First Foundation Inc (FFWM) in Q3 2024, closing a stake of 29,934 shares — an estimated $196K sold.

Simplicity Wealth first reported a position in FFWM in Q2 2024 and held it in 1 quarter. The position peaked at $196K in Q2 2024. 161 funds tracked by Wall St. Rank hold FFWM as of Q3 2024.

  • Simplicity Wealth reported no remaining First Foundation Inc position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 29,934 First Foundation Inc shares in Q3 2024, an estimated $196K.
  • Simplicity Wealth first reported a position in First Foundation Inc in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's First Foundation Inc position peaked at $196K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.