YIH
FFWM

Y-Intercept (HK)’s First Foundation Inc FFWM Stock Holding History

Y-Intercept (HK)’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
-11,461
Closed -$71.5K – 1331
2024
Q3 		$71.5K Buy
+11,461
New +$73.3K ﹤0.01% 1217
2024
Q2 		– Sell
-34,671
Closed -$262K – 1535
2024
Q1 		$262K Buy
34,671
+9,039
+35% +$77.4K 0.02% 1019
2023
Q4 		$248K Sell
25,632
-250
-1% -$1.59K 0.02% 900
2023
Q3 		$157K Buy
+25,882
New +$171K 0.02% 932

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Y-Intercept (HK)'s FFWM Position: Q4 2024 in Review

Y-Intercept (HK) sold out of First Foundation Inc (FFWM) in Q4 2024, closing a stake of 11,461 shares — an estimated $71.5K sold.

Y-Intercept (HK) first reported a position in FFWM in Q3 2023 and held it in 4 quarters. The position peaked at $262K in Q1 2024. 161 funds tracked by Wall St. Rank hold FFWM as of Q4 2024.

  • Y-Intercept (HK) reported no remaining First Foundation Inc position as of Q4 2024 after selling out during the quarter.
  • Y-Intercept (HK) sold 11,461 First Foundation Inc shares in Q4 2024, an estimated $71.5K.
  • Y-Intercept (HK) first reported a position in First Foundation Inc in Q3 2023 and held it in 4 quarters.
  • Y-Intercept (HK)'s First Foundation Inc position peaked at $262K in Q1 2024.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2024.

Based on Y-Intercept (HK)'s 13F filing for Q4 2024, filed 4 Feb 2025.