SS
FFWM

Steve Schonfeld’s First Foundation Inc FFWM Stock Holding History

Steve Schonfeld’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
Q4 		– Sell
-22,300
Closed -$405K – 2721
2022
Q3 		$405K Buy
+22,300
New +$442K ﹤0.01% 1893
2022
Q2 		– Sell
-27,600
Closed -$671K – 2668
2022
Q1 		$671K Buy
27,600
+10,200
+59% +$265K 0.01% 1198
2021
Q4 		$433K Sell
17,400
-2,500
-13% -$66.6K ﹤0.01% 1334
2021
Q3 		$524K Sell
19,900
-4,100
-17% -$98K 0.01% 1235
2021
Q2 		$540K Buy
+24,000
New +$576K 0.01% 1155

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Steve Schonfeld's FFWM Position: Q4 2022 in Review

Steve Schonfeld sold out of First Foundation Inc (FFWM) in Q4 2022, closing a stake of 22,300 shares — an estimated $405K sold.

Steve Schonfeld first reported a position in FFWM in Q2 2021 and held it in 5 quarters. The position peaked at $671K in Q1 2022. 170 funds tracked by Wall St. Rank hold FFWM as of Q4 2022.

  • Steve Schonfeld reported no remaining First Foundation Inc position as of Q4 2022 after selling out during the quarter.
  • Steve Schonfeld sold 22,300 First Foundation Inc shares in Q4 2022, an estimated $405K.
  • Steve Schonfeld first reported a position in First Foundation Inc in Q2 2021 and held it in 5 quarters.
  • Steve Schonfeld's First Foundation Inc position peaked at $671K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.