VA
FFWM

Verdad Advisers’s First Foundation Inc FFWM Stock Holding History

Verdad Advisers’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
Q3 		$437K Sell
70,000
-10,000
-13% -$64K 0.58% 69
2024
Q2 		$524K Sell
80,000
-52,600
-40% -$322K 0.61% 70
2024
Q1 		$1M Sell
132,600
-32,400
-20% -$277K 1.09% 26
2023
Q4 		$1.6M Buy
165,000
+105,000
+175% +$669K 3.24% 7
2023
Q3 		$365K Buy
+60,000
New +$396K 0.56% 45

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
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
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Verdad Advisers's FFWM Position: Q3 2024 in Review

Verdad Advisers reduced its First Foundation Inc (FFWM) stake by 13% in Q3 2024, selling an estimated $64K and leaving 70,000 shares worth $437K. The position accounts for 0.58% of the portfolio, ranked #69.

Verdad Advisers first reported a position in FFWM in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.6M in Q4 2023. 161 funds tracked by Wall St. Rank hold FFWM as of Q3 2024.

  • Verdad Advisers held 70,000 shares of First Foundation Inc worth $437K as of Q3 2024.
  • Verdad Advisers sold 10,000 First Foundation Inc shares in Q3 2024, an estimated $64K.
  • First Foundation Inc made up 0.58% of Verdad Advisers's portfolio in Q3 2024, its #69 holding.
  • Verdad Advisers first reported a position in First Foundation Inc in Q3 2023 and has held it in 5 quarters since.
  • Verdad Advisers's First Foundation Inc position peaked at $1.6M in Q4 2023.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.