WG
FFWM

Winton Group’s First Foundation Inc FFWM Stock Holding History

Winton 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
2024
Q4 		– Sell
-35,602
Closed -$222K – 668
2024
Q3 		$222K Buy
+35,602
New +$228K 0.02% 556
2023
Q3 		– Sell
-24,479
Closed -$97.2K – 819
2023
Q2 		$97.2K Buy
+24,479
New +$126K 0.01% 721
2022
Q1 		– Sell
-9,171
Closed -$228K – 1027
2021
Q4 		$228K Sell
9,171
-464
-5% -$12.4K 0.01% 911
2021
Q3 		$253K Buy
+9,635
New +$230K 0.01% 1162
2020
Q4 		– Sell
-20,407
Closed -$267K – 1378
2020
Q3 		$267K Sell
20,407
-1,749
-8% -$26.5K 0.01% 1281
2020
Q2 		$362K Buy
+22,156
New +$298K 0.01% 1246
2020
Q1 		– Sell
-15,252
Closed -$265K – 1443
2019
Q4 		$265K Sell
15,252
-17,116
-53% -$276K ﹤0.01% 1391
2019
Q3 		$494K Buy
+32,368
New +$465K 0.01% 1092

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Winton Group's FFWM Position: Q4 2024 in Review

Winton Group sold out of First Foundation Inc (FFWM) in Q4 2024, closing a stake of 35,602 shares — an estimated $222K sold.

Winton Group first reported a position in FFWM in Q3 2019 and held it in 8 quarters. The position peaked at $494K in Q3 2019. 161 funds tracked by Wall St. Rank hold FFWM as of Q4 2024.

  • Winton Group reported no remaining First Foundation Inc position as of Q4 2024 after selling out during the quarter.
  • Winton Group sold 35,602 First Foundation Inc shares in Q4 2024, an estimated $222K.
  • Winton Group first reported a position in First Foundation Inc in Q3 2019 and held it in 8 quarters.
  • Winton Group's First Foundation Inc position peaked at $494K in Q3 2019.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2024.

Based on Winton Group's 13F filing for Q4 2024, filed 12 Feb 2025.