First Foundation Advisors New Holdings in Q3 2024

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSGP
Costar Group, Inc.

Real Estate
67.8K
New
$71.59 - $79.61 $4.85M - $5.4M
67.8K $5.11M
MELI
Mercadolibre Inc

Consumer Cyclical
2.06K
New
$1591.44 - $2140.1 $3.27M - $4.4M
2.06K $4.22M
SRLN
Ssga Active Trust

ETFs
83.4K
New
$40.93 - $41.85 $3.41M - $3.49M
83.4K $3.48M
CPRT
Copart Inc

Consumer Cyclical
56.9K
New
$49.19 - $55.54 $2.8M - $3.16M
56.9K $2.98M
BIIB
Biogen Inc.

Healthcare
8.55K
New
$189.07 - $236.8 $1.62M - $2.03M
8.55K $1.66M
BOND
Pimco Active Bond Exchange Tra

ETFs
9.29K
New
$90.01 - $95.32 $836K - $885K
9.29K $878K
DAL
Delta Air Lines, Inc.

Industrials
15.5K
New
$37.32 - $51.8 $577K - $800K
15.5K $784K
NRP
Natural Resource Partners LP

Energy
7.24K
New
$83.14 - $100.53 $602K - $728K
7.24K $708K
IR
Ingersoll Rand Inc.

Industrials
5.11K
New
$86.9 - $100.4 $444K - $513K
5.11K $501K
ENB
Enbridge Inc

Energy
6.67K
New
$35.27 - $41.18 $235K - $275K
6.67K $270K
IYR
Ishares Tr

ETFs
2.64K
New
$86.93 - $103.61 $229K - $273K
2.64K $268K
SLB
Schlumberger Limited

Energy
6.1K
New
$39.57 - $49.67 $241K - $303K
6.1K $255K
SQ
Block, Inc.

Technology
3.34K
New
$57.21 - $72.07 $191K - $241K
3.34K $224K
HTGC
Hercules Capital, Inc.

Financial Services
11.4K
New
$17.71 - $21.67 $202K - $247K
11.4K $224K
VB
Vanguard Small Cap ETF

ETFs
909
New
$214.77 - $237.72 $195K - $216K
909 $215K
ITI
Iteris, Inc.

Technology
27K
New
$4.06 - $7.15 $110K - $193K
27K $192K
OEF
Ishares S&P 100 ETF

ETFs
725
New
$266.03 - $266.03 $193K - $193K
725 $192K
XLP
Consumer Staples Sector Spdr

ETFs
2.46K
New
$76.04 - $76.04 $187K - $187K
2.46K $187K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13.4K
New
$11.31 - $11.96 $151K - $160K
13.4K $159K
Sonim Technologies Inc
11.7K
New
N/A
11.7K $0
Activity Summary
Buys All Purchases 131 New Holdings 21 Increased Positions 110 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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