Zurich Cantonal Bank
FFWM

Zurich Cantonal Bank’s First Foundation Inc FFWM Stock Holding History

Zurich Cantonal Bank’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
2023
Q4 		– Sell
-6,840
Closed -$41.6K – 2756
2023
Q3 		$41.6K Hold
6,840
– – ﹤0.01% 2636
2023
Q2 		$27.2K Hold
6,840
– – ﹤0.01% 2698
2023
Q1 		$51K Hold
6,840
– – ﹤0.01% 2591
2022
Q4 		$98K Hold
6,840
– – ﹤0.01% 2284
2022
Q3 		$124K Hold
6,840
– – ﹤0.01% 2056
2022
Q2 		$140K Hold
6,840
– – ﹤0.01% 2007
2022
Q1 		$166K Hold
6,840
– – ﹤0.01% 2005
2021
Q4 		$170K Hold
6,840
– – ﹤0.01% 2184
2021
Q3 		$180K Hold
6,840
– – ﹤0.01% 1992
2021
Q2 		$154K Hold
6,840
– – ﹤0.01% 1987
2021
Q1 		$160K Buy
6,840
+1,941
+40% +$43.4K ﹤0.01% 1905
2020
Q4 		$98K Hold
4,899
– – ﹤0.01% 2218
2020
Q3 		$64K Hold
4,899
– – ﹤0.01% 2171
2020
Q2 		$80K Buy
4,899
+2,009
+70% +$27K ﹤0.01% 2047
2020
Q1 		$30K Hold
2,890
– – ﹤0.01% 2183
2019
Q4 		$50K Hold
2,890
– – ﹤0.01% 2148
2019
Q3 		$44K Hold
2,890
– – ﹤0.01% 2125
2019
Q2 		$39K Hold
2,890
– – ﹤0.01% 2210
2019
Q1 		$39K Hold
2,890
– – ﹤0.01% 2141
2018
Q4 		$37K Buy
2,890
+1,570
+119% +$23.7K ﹤0.01% 2195
2018
Q3 		$21K Hold
1,320
– – ﹤0.01% 2465
2018
Q2 		$24K Hold
1,320
– – ﹤0.01% 2388
2018
Q1 		$24K Hold
1,320
– – ﹤0.01% 2363
2017
Q4 		$24K Buy
+1,320
New +$24.4K ﹤0.01% 2351

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zurich Cantonal Bank's FFWM Position: Q4 2023 in Review

Zurich Cantonal Bank sold out of First Foundation Inc (FFWM) in Q4 2023, closing a stake of 6,840 shares — an estimated $41.6K sold.

Zurich Cantonal Bank first reported a position in FFWM in Q4 2017 and held it in 24 quarters. The position peaked at $180K in Q3 2021. 146 funds tracked by Wall St. Rank hold FFWM as of Q4 2023.

  • Zurich Cantonal Bank reported no remaining First Foundation Inc position as of Q4 2023 after selling out during the quarter.
  • Zurich Cantonal Bank sold 6,840 First Foundation Inc shares in Q4 2023, an estimated $41.6K.
  • Zurich Cantonal Bank first reported a position in First Foundation Inc in Q4 2017 and held it in 24 quarters.
  • Zurich Cantonal Bank's First Foundation Inc position peaked at $180K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2023.

Based on Zurich Cantonal Bank's 13F filing for Q4 2023, filed 30 Jan 2024.