First Foundation Advisors Schwab Fundamental U S Large C Transaction History

First Foundation Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$53.84 - $57.58 $30,904 - $33,050	-574 Reduced 14.13%	3,488 $200,000
Q1 2023 May 12, 2023	BUY	$52.49 - $57.54 $13,909 - $15,248	265 Added 6.98%	4,062 $223,000
Q4 2022 Feb 14, 2023	SELL	$48.43 - $56.6 $73,080 - $85,409	-1,509 Reduced 28.44%	3,797 $202,000
Q3 2022 Nov 10, 2022	BUY	$47.76 - $56.79 $6,925 - $8,234	145 Added 2.81%	5,306 $253,000
Q1 2022 May 05, 2022	BUY	$55.41 - $59.9 $285,971 - $309,143	5,161 New	5,161 $302,000

593

193M

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

Stay updated on First Foundation Advisors with notifications on news.