SWM
FFWM

Spire Wealth Management’s First Foundation Inc FFWM Stock Holding History

Spire Wealth 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
2022
Q2 		– Sell
-1,170
Closed -$28K – 2719
2022
Q1 		$28K Hold
1,170
– – ﹤0.01% 1667
2021
Q4 		$29K Hold
1,170
– – ﹤0.01% 1962
2021
Q3 		$31K Hold
1,170
– – ﹤0.01% 1668
2021
Q2 		$26K Hold
1,170
– – ﹤0.01% 1766
2021
Q1 		$27K Buy
+1,170
New +$26.1K ﹤0.01% 2023

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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Spire Wealth Management's FFWM Position: Q2 2022 in Review

Spire Wealth Management sold out of First Foundation Inc (FFWM) in Q2 2022, closing a stake of 1,170 shares — an estimated $28K sold.

Spire Wealth Management first reported a position in FFWM in Q1 2021 and held it in 5 quarters. The position peaked at $31K in Q3 2021. 163 funds tracked by Wall St. Rank hold FFWM as of Q2 2022.

  • Spire Wealth Management reported no remaining First Foundation Inc position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,170 First Foundation Inc shares in Q2 2022, an estimated $28K.
  • Spire Wealth Management first reported a position in First Foundation Inc in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's First Foundation Inc position peaked at $31K in Q3 2021.
  • 163 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.