SCA
FFWM

Stieven Capital Advisors’s First Foundation Inc FFWM Stock Holding History

Stieven Capital Advisors’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
-448,420
Closed -$10.9M – 50
2022
Q1 		$10.9M Buy
448,420
+68,800
+18% +$1.79M 1.45% 29
2021
Q4 		$9.44M Buy
379,620
+60,300
+19% +$1.61M 1.14% 34
2021
Q3 		$8.4M Buy
+319,320
New +$7.63M 1.01% 38
2018
Q2 		– Sell
-349,800
Closed -$6.49M – 64
2018
Q1 		$6.49M Sell
349,800
-2,600
-0.7% -$48.7K 1.03% 45
2017
Q4 		$6.53M Sell
352,400
-900
-0.3% -$16.6K 1.15% 39
2017
Q3 		$6.32M Sell
353,300
-1,600
-0.5% -$27.1K 1.2% 36
2017
Q2 		$5.83M Sell
354,900
-700
-0.2% -$11.2K 1.1% 38
2017
Q1 		$5.51M Sell
355,600
-2,800
-0.8% -$42.8K 1.11% 40
2016
Q4 		$5.11M Sell
358,400
-800
-0.2% -$10.7K 1.01% 41
2016
Q3 		$4.43M Buy
359,200
+6,800
+2% +$81.1K 1.08% 39
2016
Q2 		$3.79M Sell
352,400
-2,800
-0.8% -$31K 1.05% 42
2016
Q1 		$3.98M Sell
355,200
-1,200
-0.3% -$13.2K 1.13% 36
2015
Q4 		$4.2M Sell
356,400
-46,000
-11% -$536K 1.14% 42
2015
Q3 		$4.58M Buy
+402,400
New +$4.33M 1.32% 33

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Stieven Capital Advisors's FFWM Position: Q2 2022 in Review

Stieven Capital Advisors sold out of First Foundation Inc (FFWM) in Q2 2022, closing a stake of 448,420 shares — an estimated $10.9M sold.

Stieven Capital Advisors first reported a position in FFWM in Q3 2015 and held it in 14 quarters. The position peaked at $10.9M in Q1 2022. 163 funds tracked by Wall St. Rank hold FFWM as of Q2 2022.

  • Stieven Capital Advisors reported no remaining First Foundation Inc position as of Q2 2022 after selling out during the quarter.
  • Stieven Capital Advisors sold 448,420 First Foundation Inc shares in Q2 2022, an estimated $10.9M.
  • Stieven Capital Advisors first reported a position in First Foundation Inc in Q3 2015 and held it in 14 quarters.
  • Stieven Capital Advisors's First Foundation Inc position peaked at $10.9M in Q1 2022.
  • 163 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2022.

Based on Stieven Capital Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.