Vontobel Holding
FFWM

Vontobel Holding’s First Foundation Inc FFWM Stock Holding History

Vontobel Holding’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 		– Sell
-26,009
Closed -$170K – 1103
2024
Q2 		$170K Buy
26,009
+885
+4% +$5.42K ﹤0.01% 1003
2024
Q1 		$190K Buy
+25,124
New +$215K ﹤0.01% 1002

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

Vontobel Holding's FFWM Position: Q3 2024 in Review

Vontobel Holding sold out of First Foundation Inc (FFWM) in Q3 2024, closing a stake of 26,009 shares — an estimated $170K sold.

Vontobel Holding first reported a position in FFWM in Q1 2024 and held it in 2 quarters. The position peaked at $190K in Q1 2024. 161 funds tracked by Wall St. Rank hold FFWM as of Q3 2024.

  • Vontobel Holding reported no remaining First Foundation Inc position as of Q3 2024 after selling out during the quarter.
  • Vontobel Holding sold 26,009 First Foundation Inc shares in Q3 2024, an estimated $170K.
  • Vontobel Holding first reported a position in First Foundation Inc in Q1 2024 and held it in 2 quarters.
  • Vontobel Holding's First Foundation Inc position peaked at $190K in Q1 2024.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2024.

Based on Vontobel Holding's 13F filing for Q3 2024, filed 16 Oct 2024.