WAM
FFWM

Wakefield Asset Management’s First Foundation Inc FFWM Stock Holding History

Wakefield Asset 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
2022
Q3 		– Sell
-70,000
Closed -$1.43M – 171
2022
Q2 		$1.43M Hold
70,000
– – 0.61% 58
2022
Q1 		$1.7M Buy
+70,000
New +$1.82M 0.61% 52

Other funds holding FFWM

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Wakefield Asset Management's FFWM Position: Q3 2022 in Review

Wakefield Asset Management sold out of First Foundation Inc (FFWM) in Q3 2022, closing a stake of 70,000 shares — an estimated $1.43M sold.

Wakefield Asset Management first reported a position in FFWM in Q1 2022 and held it in 2 quarters. The position peaked at $1.7M in Q1 2022. 164 funds tracked by Wall St. Rank hold FFWM as of Q3 2022.

  • Wakefield Asset Management reported no remaining First Foundation Inc position as of Q3 2022 after selling out during the quarter.
  • Wakefield Asset Management sold 70,000 First Foundation Inc shares in Q3 2022, an estimated $1.43M.
  • Wakefield Asset Management first reported a position in First Foundation Inc in Q1 2022 and held it in 2 quarters.
  • Wakefield Asset Management's First Foundation Inc position peaked at $1.7M in Q1 2022.
  • 164 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2022.

Based on Wakefield Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.