SIC
FFWM

SJS Investment Consulting’s First Foundation Inc FFWM Stock Holding History

SJS Investment Consulting’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
-6,735
Closed -$96.5K – 1597
2022
Q4 		$96.5K Sell
6,735
-7,179
-52% -$111K 0.03% 116
2022
Q3 		$252K Buy
+13,914
New +$276K 0.09% 61
2022
Q1 		$338K Hold
13,914
– – 0.1% 64
2021
Q4 		$346K Buy
+13,914
New +$371K 0.1% 63

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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

SJS Investment Consulting's FFWM Position: Q1 2023 in Review

SJS Investment Consulting sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 6,735 shares — an estimated $96.5K sold.

SJS Investment Consulting first reported a position in FFWM in Q4 2021 and held it in 4 quarters. The position peaked at $346K in Q4 2021. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • SJS Investment Consulting reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 6,735 First Foundation Inc shares in Q1 2023, an estimated $96.5K.
  • SJS Investment Consulting first reported a position in First Foundation Inc in Q4 2021 and held it in 4 quarters.
  • SJS Investment Consulting's First Foundation Inc position peaked at $346K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on SJS Investment Consulting's 13F filing for Q1 2023, filed 20 Apr 2023.