TWP
FFWM

TFO Wealth Partners’s First Foundation Inc FFWM Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-44
Closed -$426 – 854
2023
Q4 		$426 Hold
44
– – ﹤0.01% 381
2023
Q3 		$175 Buy
+44
New +$290 ﹤0.01% 868

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

TFO Wealth Partners's FFWM Position: Q1 2024 in Review

TFO Wealth Partners sold out of First Foundation Inc (FFWM) in Q1 2024, closing a stake of 44 shares — an estimated $426 sold.

TFO Wealth Partners first reported a position in FFWM in Q3 2023 and held it in 2 quarters. The position peaked at $426 in Q4 2023. 155 funds tracked by Wall St. Rank hold FFWM as of Q1 2024.

  • TFO Wealth Partners reported no remaining First Foundation Inc position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 44 First Foundation Inc shares in Q1 2024, an estimated $426.
  • TFO Wealth Partners first reported a position in First Foundation Inc in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's First Foundation Inc position peaked at $426 in Q4 2023.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.