WFA
FFWM

Wipfli Financial Advisors’s First Foundation Inc FFWM Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$1K Buy
+71
New +$1.41K ﹤0.01% 2415

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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's FFWM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Foundation Inc (FFWM) in Q3 2022: 71 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2415 among its holdings.

164 funds tracked by Wall St. Rank hold FFWM as of Q3 2022.

  • Wipfli Financial Advisors held 71 shares of First Foundation Inc worth $1K as of Q3 2022.
  • First Foundation Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • First Foundation Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2415 holding.
  • 164 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.