Welch Group’s First Foundation Inc FFWM Stock Holding History

Welch Group’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 Q1	–	Sell	-14,956	Closed	-$214K	–	220
2022 Q4	$214K	Hold	14,956	–	–	0.01%	199
2022 Q3	$271K	Hold	14,956	–	–	0.02%	142
2022 Q2	$306K	Hold	14,956	–	–	0.02%	141
2022 Q1	$363K	Buy	+14,956	New	+$389K	0.02%	141

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Welch Group's FFWM Position: Q1 2023 in Review

Welch Group sold out of First Foundation Inc (FFWM) in Q1 2023, closing a stake of 14,956 shares — an estimated $214K sold.

Welch Group first reported a position in FFWM in Q1 2022 and held it in 4 quarters. The position peaked at $363K in Q1 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q1 2023.

Welch Group reported no remaining First Foundation Inc position as of Q1 2023 after selling out during the quarter.
Welch Group sold 14,956 First Foundation Inc shares in Q1 2023, an estimated $214K.
Welch Group first reported a position in First Foundation Inc in Q1 2022 and held it in 4 quarters.
Welch Group's First Foundation Inc position peaked at $363K in Q1 2022.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2023.

Based on Welch Group's 13F filing for Q1 2023, filed 13 Apr 2023.