TPCW
FFWM

TD Private Client Wealth’s First Foundation Inc FFWM Stock Holding History

TD Private Client Wealth’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
-1,827
Closed -$26.2K – 1249
2022
Q4 		$26.2K Sell
1,827
-423
-19% -$6.55K ﹤0.01% 876
2022
Q3 		$40.8K Buy
2,250
+1,000
+80% +$19.8K ﹤0.01% 765
2022
Q2 		$25.6K Buy
1,250
+683
+120% +$15.1K ﹤0.01% 869
2022
Q1 		$13.8K Buy
+567
New +$14.7K ﹤0.01% 1001

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
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 $2.9T AUM 29.55% 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

TD Private Client Wealth's FFWM Position: Q1 2023 in Review

TD Private Client Wealth sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 1,827 shares — an estimated $26.2K sold.

TD Private Client Wealth first reported a position in FFWM in Q1 2022 and held it in 4 quarters. The position peaked at $40.8K in Q3 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

  • TD Private Client Wealth reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 1,827 First Foundation Inc shares in Q1 2023, an estimated $26.2K.
  • TD Private Client Wealth first reported a position in First Foundation Inc in Q1 2022 and held it in 4 quarters.
  • TD Private Client Wealth's First Foundation Inc position peaked at $40.8K in Q3 2022.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on TD Private Client Wealth's 13F filing for Q1 2023, filed 16 Aug 2024.