Twin Lakes Capital Management’s First Foundation Inc FFWM Stock Holding History

Twin Lakes Capital Management’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	-8,227	Closed	-$118K	–	247
2022 Q4	$118K	Buy	8,227 +63	+0.8%	+$975	0.09%	100
2022 Q3	$148K	Buy	+8,164	New	+$162K	0.12%	95
2022 Q2	–	Sell	-21,314	Closed	-$518K	–	194
2022 Q1	$518K	Buy	21,314 +34	+0.2%	+$883	0.29%	61
2021 Q4	$529K	Buy	21,280 +25	+0.1%	+$666	0.28%	57
2021 Q3	$559K	Buy	21,255 +30	+0.1%	+$717	0.33%	52
2021 Q2	$478K	Buy	21,225 +28	+0.1%	+$672	0.27%	57
2021 Q1	$497K	Buy	21,197 +33	+0.2%	+$737	0.31%	57
2020 Q4	$423K	Buy	+21,164	New	+$361K	0.3%	58

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Lakes Capital Management's FFWM Position: Q1 2023 in Review

Twin Lakes Capital Management sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 8,227 shares — an estimated $118K sold.

Twin Lakes Capital Management first reported a position in FFWM in Q4 2020 and held it in 8 quarters. The position peaked at $559K in Q3 2021. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

Twin Lakes Capital Management reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
Twin Lakes Capital Management sold 8,227 First Foundation Inc shares in Q1 2023, an estimated $118K.
Twin Lakes Capital Management first reported a position in First Foundation Inc in Q4 2020 and held it in 8 quarters.
Twin Lakes Capital Management's First Foundation Inc position peaked at $559K in Q3 2021.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Twin Lakes Capital Management's 13F filing for Q1 2023, filed 10 May 2023.