VF
FFWM

VitalStone Financial’s First Foundation Inc FFWM Stock Holding History

VitalStone Financial’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
Q4 		– Sell
-370
Closed -$2K – 511
2023
Q3 		$2K Buy
+370
New +$2.44K ﹤0.01% 368

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VitalStone Financial's FFWM Position: Q4 2023 in Review

VitalStone Financial sold out of First Foundation Inc (FFWM) in Q4 2023, closing a stake of 370 shares — an estimated $2K sold.

VitalStone Financial first reported a position in FFWM in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 146 funds tracked by Wall St. Rank hold FFWM as of Q4 2023.

  • VitalStone Financial reported no remaining First Foundation Inc position as of Q4 2023 after selling out during the quarter.
  • VitalStone Financial sold 370 First Foundation Inc shares in Q4 2023, an estimated $2K.
  • VitalStone Financial first reported a position in First Foundation Inc in Q3 2023 and held it in 1 quarter.
  • VitalStone Financial's First Foundation Inc position peaked at $2K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.