Wealthstreet Investment Advisors’s First Financial Bankshares FFIN Stock Holding History

Wealthstreet Investment Advisors’s Portfolio FFIN Stock Details FFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-35,404	Closed	-$1.65M	–	173
2021 Q1	$1.65M	Hold	35,404	–	–	0.16%	128
2020 Q4	$1.28M	Hold	35,404	–	–	0.13%	144
2020 Q3	$988K	Hold	35,404	–	–	0.11%	152
2020 Q2	$1.02M	Hold	35,404	–	–	0.13%	142
2020 Q1	$950K	Hold	35,404	–	–	0.14%	133
2019 Q4	$1.24M	Hold	35,404	–	–	0.15%	136
2019 Q3	$1.25M	Hold	35,404	–	–	0.16%	119
2019 Q2	$1.09M	Hold	35,404	–	–	0.14%	138
2019 Q1	$1.02M	Hold	35,404	–	–	0.13%	142
2018 Q4	$1.1M	Hold	35,404	–	–	0.16%	129
2018 Q3	$1.05M	Hold	35,404	–	–	0.13%	148
2018 Q2	$901K	Hold	35,404	–	–	0.12%	165
2018 Q1	$820K	Hold	35,404	–	–	0.1%	175
2017 Q4	$797K	Buy	+35,404	New	+$806K	0.1%	180

Other funds holding FFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's FFIN Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of First Financial Bankshares (FFIN) in Q2 2021, closing a stake of 35,404 shares — an estimated $1.65M sold.

Wealthstreet Investment Advisors first reported a position in FFIN in Q4 2017 and held it in 14 quarters. The position peaked at $1.65M in Q1 2021. 251 funds tracked by Wall St. Rank hold FFIN as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining First Financial Bankshares position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 35,404 First Financial Bankshares shares in Q2 2021, an estimated $1.65M.
Wealthstreet Investment Advisors first reported a position in First Financial Bankshares in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's First Financial Bankshares position peaked at $1.65M in Q1 2021.
251 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.