WCM
FFWM

Weld Capital Management’s First Foundation Inc FFWM Stock Holding History

Weld Capital 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
2020
Q2 		– Sell
-13,677
Closed -$140K – 520
2020
Q1 		$140K Buy
13,677
+2,907
+27% +$43K 0.07% 346
2019
Q4 		$187K Buy
+10,770
New +$173K 0.04% 542

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Weld Capital Management's FFWM Position: Q2 2020 in Review

Weld Capital Management sold out of First Foundation Inc (FFWM) in Q2 2020, closing a stake of 13,677 shares — an estimated $140K sold.

Weld Capital Management first reported a position in FFWM in Q4 2019 and held it in 2 quarters. The position peaked at $187K in Q4 2019. 121 funds tracked by Wall St. Rank hold FFWM as of Q2 2020.

  • Weld Capital Management reported no remaining First Foundation Inc position as of Q2 2020 after selling out during the quarter.
  • Weld Capital Management sold 13,677 First Foundation Inc shares in Q2 2020, an estimated $140K.
  • Weld Capital Management first reported a position in First Foundation Inc in Q4 2019 and held it in 2 quarters.
  • Weld Capital Management's First Foundation Inc position peaked at $187K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.