WFC
FFWM

Western Financial Corp’s First Foundation Inc FFWM Stock Holding History

Western Financial Corp’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
Q1 		– Sell
-10,626
Closed -$103K – 122
2023
Q4 		$103K Buy
10,626
+18
+0.2% +$115 0.07% 109
2023
Q3 		$64.5K Buy
10,608
+29
+0.3% +$191 0.05% 106
2023
Q2 		$42K Buy
10,579
+48
+0.5% +$247 0.03% 107
2023
Q1 		$78.5K Buy
10,531
+74
+0.7% +$988 0.06% 112
2022
Q4 		$150K Buy
10,457
+81
+0.8% +$1.25K 0.1% 99
2022
Q3 		$188K Buy
10,376
+53
+0.5% +$1.05K 0.13% 93
2022
Q2 		$211K Sell
10,323
-136
-1% -$3.01K 0.15% 90
2022
Q1 		$254K Sell
10,459
-541
-5% -$14.1K 0.15% 84
2021
Q4 		$273K Buy
11,000
+3,046
+38% +$81.2K 0.14% 82
2021
Q3 		$209K Buy
+7,954
New +$190K 0.12% 87

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Western Financial Corp's FFWM Position: Q1 2024 in Review

Western Financial Corp sold out of First Foundation Inc (FFWM) in Q1 2024, closing a stake of 10,626 shares — an estimated $103K sold.

Western Financial Corp first reported a position in FFWM in Q3 2021 and held it in 10 quarters. The position peaked at $273K in Q4 2021. 155 funds tracked by Wall St. Rank hold FFWM as of Q1 2024.

  • Western Financial Corp reported no remaining First Foundation Inc position as of Q1 2024 after selling out during the quarter.
  • Western Financial Corp sold 10,626 First Foundation Inc shares in Q1 2024, an estimated $103K.
  • Western Financial Corp first reported a position in First Foundation Inc in Q3 2021 and held it in 10 quarters.
  • Western Financial Corp's First Foundation Inc position peaked at $273K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2024.

Based on Western Financial Corp's 13F filing for Q1 2024, filed 24 Apr 2024.