VIA
FFWM

Virtus Investment Advisers’s First Foundation Inc FFWM Stock Holding History

Virtus Investment 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
2022
Q4 		– Sell
-3,740
Closed -$68K – 343
2022
Q3 		$68K Buy
+3,740
New +$74.2K 0.03% 325

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Virtus Investment Advisers's FFWM Position: Q4 2022 in Review

Virtus Investment Advisers sold out of First Foundation Inc (FFWM) in Q4 2022, closing a stake of 3,740 shares — an estimated $68K sold.

Virtus Investment Advisers first reported a position in FFWM in Q3 2022 and held it in 1 quarter. The position peaked at $68K in Q3 2022. 170 funds tracked by Wall St. Rank hold FFWM as of Q4 2022.

  • Virtus Investment Advisers reported no remaining First Foundation Inc position as of Q4 2022 after selling out during the quarter.
  • Virtus Investment Advisers sold 3,740 First Foundation Inc shares in Q4 2022, an estimated $68K.
  • Virtus Investment Advisers first reported a position in First Foundation Inc in Q3 2022 and held it in 1 quarter.
  • Virtus Investment Advisers's First Foundation Inc position peaked at $68K in Q3 2022.
  • 170 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2022.

Based on Virtus Investment Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.