Stifel Financial’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-76,946
| Closed | -$573K | – | 3346 |
|
|
2023
Q1 | $573K | Sell |
76,946
-82,820
| -52% | -$1.11M | ﹤0.01% | 2436 |
|
|
2022
Q4 | $2.29M | Sell |
159,766
-18,076
| -10% | -$280K | ﹤0.01% | 1427 |
|
|
2022
Q3 | $3.23M | Sell |
177,842
-3,521
| -2% | -$69.9K | 0.01% | 1175 |
|
|
2022
Q2 | $3.71M | Sell |
181,363
-6,000
| -3% | -$133K | 0.01% | 1120 |
|
|
2022
Q1 | $4.55M | Buy |
187,363
+40
| +0% | +$1.04K | 0.01% | 1105 |
|
|
2021
Q4 | $4.66M | Sell |
187,323
-29
| -0% | -$773 | 0.01% | 1108 |
|
|
2021
Q3 | $4.93M | Buy |
187,352
+54,027
| +41% | +$1.29M | 0.01% | 1030 |
|
|
2021
Q2 | $3M | Buy |
133,325
+10,000
| +8% | +$240K | ﹤0.01% | 1326 |
|
|
2021
Q1 | $2.89M | Sell |
123,325
-70
| -0.1% | -$1.56K | ﹤0.01% | 1277 |
|
|
2020
Q4 | $2.47M | Buy |
123,395
+70
| +0.1% | +$1.19K | ﹤0.01% | 1261 |
|
|
2020
Q3 | $1.61M | Buy |
123,325
+125
| +0.1% | +$1.9K | ﹤0.01% | 1335 |
|
|
2020
Q2 | $2.01M | Buy |
123,200
+200
| +0.2% | +$2.69K | ﹤0.01% | 1154 |
|
|
2020
Q1 | $1.26M | Hold |
123,000
| – | – | ﹤0.01% | 1291 |
|
|
2019
Q4 | $2.14M | Hold |
123,000
| – | – | ﹤0.01% | 1294 |
|
|
2019
Q3 | $1.88M | Hold |
123,000
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q2 | $1.65M | Hold |
123,000
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q1 | $1.67M | Sell |
123,000
-40,000
| -25% | -$578K | ﹤0.01% | 1347 |
|
|
2018
Q4 | $2.1M | Hold |
163,000
| – | – | 0.01% | 1129 |
|
|
2018
Q3 | $2.55M | Sell |
163,000
-60
| -0% | -$1.01K | 0.01% | 1137 |
|
|
2018
Q2 | $3.02M | Buy |
163,060
+33,060
| +25% | +$626K | 0.01% | 1013 |
|
|
2018
Q1 | $2.41M | Buy |
130,000
+40,000
| +44% | +$749K | 0.01% | 1065 |
|
|
2017
Q4 | $1.67M | Hold |
90,000
| – | – | 0.01% | 1243 |
|
|
2017
Q3 | $1.61M | Hold |
90,000
| – | – | 0.01% | 1241 |
|
|
2017
Q2 | $1.48M | Hold |
90,000
| – | – | 0.01% | 1247 |
|
|
2017
Q1 | $1.4M | Hold |
90,000
| – | – | 0.01% | 1259 |
|
|
2016
Q4 | $1.28M | Buy |
90,000
+10,000
| +13% | +$133K | 0.01% | 1255 |
|
|
2016
Q3 | $987K | Hold |
80,000
| – | – | ﹤0.01% | 1341 |
|
|
2016
Q2 | $860K | Buy |
+80,000
| New | +$885K | ﹤0.01% | 1436 |
|
|
2016
Q1 | – | Sell |
-80,000
| Closed | -$944K | – | 2286 |
|
|
2015
Q4 | $944K | Hold |
80,000
| – | – | ﹤0.01% | 1328 |
|
|
2015
Q3 | $911K | Buy |
+80,000
| New | +$860K | 0.01% | 1263 |
|
Other funds holding FFWM
ACL
BFC
SVBP
Stifel Financial's FFWM Position: Q2 2023 in Review
Stifel Financial sold out of First Foundation Inc (FFWM) in Q2 2023, closing a stake of 76,946 shares — an estimated $573K sold.
Stifel Financial first reported a position in FFWM in Q3 2015 and held it in 30 quarters. The position peaked at $4.93M in Q3 2021. 142 funds tracked by Wall St. Rank hold FFWM as of Q2 2023.
- Stifel Financial reported no remaining First Foundation Inc position as of Q2 2023 after selling out during the quarter.
- Stifel Financial sold 76,946 First Foundation Inc shares in Q2 2023, an estimated $573K.
- Stifel Financial first reported a position in First Foundation Inc in Q3 2015 and held it in 30 quarters.
- Stifel Financial's First Foundation Inc position peaked at $4.93M in Q3 2021.
- 142 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2023.
Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.