First Foundation Advisors Sells in Q3 2024

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-14.4K
- 1.35%
$395.15 - $467.56 $5.68M - $6.72M
1.05M $451M
GOOG
Alphabet Inc.

Communication Services
-46.6K
- 7.69%
$149.54 - $192.66 $6.98M - $8.99M
560K $93.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-15.3K
- 3.96%
$161.02 - $200.0 $2.47M - $3.07M
372K $69.2M
AMAT
Applied Materials Inc

Technology
-4.93K
- 4.84%
$174.88 - $254.97 $863K - $1.26M
97K $19.6M
SCHW
Schwab Charles Corp

Financial Services
-21.1K
- 6.94%
$61.74 - $76.08 $1.3M - $1.6M
283K $18.3M
TJX
Tjx Companies Inc

Consumer Cyclical
-36.2K
- 73.18%
$107.93 - $120.23 $3.91M - $4.35M
13.3K $1.56M
UPS
United Parcel Service Inc

Industrials
-26.6K
- 7.68%
$123.32 - $147.38 $3.28M - $3.92M
320K $43.7M
ADI
Analog Devices Inc

Technology
-14.6K
- 86.27%
$200.56 - $243.33 $2.93M - $3.55M
2.32K $534K
CSCO
Cisco Systems, Inc.

Technology
-78.1K
- 38.65%
$44.74 - $53.22 $3.49M - $4.15M
124K $6.59M
CVX
Chevron Corp

Energy
-13.2K
- 12.13%
$137.88 - $161.97 $1.82M - $2.13M
95.3K $14M
SU
Suncor Energy Inc

Energy
-39.9K
- 6.99%
$36.06 - $41.7 $1.44M - $1.66M
531K $19.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-20.9K
- 28.74%
$213.3 - $270.78 $4.47M - $5.67M
51.9K $14.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-13.1K
- 1.22%
$85.84 - $85.84 $1.13M - $1.13M
1.06M $91.1M
APH
Amphenol Corp

Technology
-19.7K
- 6.74%
$58.39 - $70.41 $1.15M - $1.39M
272K $17.7M
DIS
Walt Disney CO

Communication Services
-16.5K
- 23.84%
$85.6 - $98.61 $1.42M - $1.63M
52.9K $5.08M
AZN
Astrazeneca PLC

Healthcare
-22.4K
- 9.89%
$76.67 - $87.62 $1.72M - $1.96M
204K $15.9M
ACN
Accenture PLC

Technology
-12.2K
- 23.65%
$295.44 - $355.81 $3.62M - $4.36M
39.5K $14M
NVDA
Nvidia Corp

Technology
-8.68K
- 4.47%
$98.91 - $134.91 $858K - $1.17M
186K $22.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.76K
- 40.91%
$434.77 - $502.96 $1.2M - $1.39M
3.98K $1.94M
COST
Costco Wholesale Corp

Consumer Defensive
-2.05K
- 12.53%
$801.83 - $917.05 $1.64M - $1.88M
14.3K $12.7M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-63.4K
- 14.5%
$31.15 - $35.67 $1.98M - $2.26M
374K $13.1M
GOOGL
Alphabet Inc.

Communication Services
-1.93K
- 4.07%
$148.65 - $191.18 $286K - $368K
45.4K $7.53M
NFLX
Netflix Inc

Communication Services
-1.64K
- 73.61%
$598.55 - $722.26 $980K - $1.18M
587 $416K
TXN
Texas Instruments Inc

Technology
-5.57K
- 11.22%
$194.6 - $194.6 $1.08M - $1.08M
44K $8.56M
ABC
Amerisourcebergen Corp

Healthcare
-5.51K
- 6.49%
N/A
79.4K $14.7M
JYNT
Joint Corp

Healthcare
-41.1K
- 19.63%
$10.87 - $15.06 $447K - $619K
168K $1.92M
VTI
Vanguard Total Stock Market Et

ETFs
-3.96K
- 38.65%
$255.18 - $283.2 $1.01M - $1.12M
6.28K $1.78M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.95K
- 50.31%
$245.82 - $304.51 $971K - $1.2M
3.9K $1.19M
PWZ
Invesco California Amt Free Mu

ETFs
-54K
- 3.46%
$24.63 - $25.25 $1.33M - $1.36M
1.5M $37.7M
MUB
Ishares National Muni Bond ETF

ETFs
-6.46K
- 22.67%
$106.13 - $108.7 $685K - $702K
22K $2.39M
LRCX
Lam Research Corp

Technology
-142
- 6.98%
$731.56 - $1127.3 $104K - $160K
1.89K $1.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-12.3K
- 49.16%
$50.25 - $50.74 $618K - $624K
12.7K $645K
PDI
Pimco Dynamic Income Fund

Financial Services
-35.5K
- 42.95%
$18.7 - $20.25 $664K - $719K
47.1K $954K
XOM
Exxon Mobil Corp

Energy
-5.73K
- 7.04%
$109.72 - $119.0 $629K - $682K
75.7K $8.87M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-12.5K
- 63.97%
$38.49 - $41.61 $482K - $521K
7.06K $292K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.55K
- 31.91%
$57.32 - $62.65 $548K - $599K
20.4K $1.27M
RC
Ready Capital Corp

Real Estate
-17.6K
- 4.67%
$7.63 - $9.43 $134K - $166K
359K $2.74M
SPG
Simon Property Group Inc

Real Estate
-2.47K
- 46.01%
$146.09 - $170.11 $361K - $421K
2.9K $490K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-16.9K
- 33.26%
$21.9 - $24.73 $369K - $417K
33.8K $802K
MRK
Merck & Co., Inc.

Healthcare
-1.23K
- 8.33%
$111.15 - $128.97 $137K - $159K
13.5K $1.54M
TSI
Tcw Strategic Income Fund Inc

Financial Services
-66.2K
- 45.6%
$4.69 - $5.19 $310K - $343K
78.9K $404K
CMF
Ishares California Muni Bond E

ETFs
-16.7K
- 2.97%
$56.65 - $58.17 $947K - $972K
545K $31.7M
MCHP
Microchip Technology Inc

Technology
-2.55K
- 45.94%
$72.0 - $95.98 $184K - $245K
3.01K $241K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.48K
- 42.86%
$117.9 - $128.2 $293K - $318K
3.31K $424K
PSX
Phillips 66

Energy
-1.68K
- 38.13%
$125.0 - $147.17 $209K - $247K
2.72K $357K
BA
Boeing CO

Industrials
-520
- 8.98%
$152.04 - $190.6 $79.1K - $99.1K
5.27K $801K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.32K
- 25.18%
$105.53 - $118.34 $351K - $393K
9.88K $1.15M
NVO
Novo Nordisk A S

Healthcare
-698
- 10.41%
$119.07 - $145.42 $83.1K - $102K
6.01K $715K
JPM
Jpmorgan Chase & CO

Financial Services
-6.7K
- 4.83%
$194.9 - $224.8 $1.31M - $1.51M
132K $27.8M
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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