First Foundation Advisors Sells in Q3 2024

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-110
- 6.63%
$152.9 - $180.39 $16.8K - $19.8K
1.55K $270K
SHYD
Vaneck Short High Yield Muni E

ETFs
-2.74K
- 1.94%
$22.24 - $22.81 $61K - $62.5K
138K $3.14M
HCA
Hca Healthcare, Inc.

Healthcare
-248
- 23.18%
$315.12 - $406.43 $78.1K - $101K
822 $334K
NKE
Nike, Inc.

Consumer Cyclical
-922
- 15.94%
$71.09 - $89.44 $65.5K - $82.5K
4.86K $429K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-198
- 0.02%
N/A
1.12M $35.2M
Canadian Pacific Kansas City
-30.6K
- 13.63%
N/A
194K $0
Creative Media & Cmnty Tr
-239K
- 73.41%
N/A
86.7K $0
Brookfield Corp
-56.4K
- 23.26%
N/A
186K $0
BFB
Brown Forman Corp Cl B
-15
- 0.09%
N/A
17.5K $0
Liberty Media Corp Del
-4K
- 12.24%
N/A
28.7K $0
Bank America Corp
-32
- 5.11%
N/A
594 $0
SMOT
Vaneck ETF Tr Morningstar Smid
-8.17K
- 14.4%
N/A
48.5K $0
LENB
Lennar Corporation Cl B
-303
- 9.22%
N/A
2.98K $0
Labcorp Holdings Inc
-8.12K
- 20.75%
N/A
31K $0
Linde PLC
-4.15K
- 18.33%
N/A
18.5K $0
DE
Deere & CO

Industrials
-119
- 10.12%
$344.84 - $418.0 $41K - $49.7K
1.06K $441K
IWN
Ishares Russell2000 Val ETF

ETFs
-504
- 8.28%
$150.05 - $171.34 $75.6K - $86.4K
5.59K $931K
SYY
Sysco Corp

Consumer Defensive
-307
- 6.18%
$69.16 - $78.98 $21.2K - $24.2K
4.66K $363K
GE
General Electric CO

Industrials
-461
- 13.93%
$156.66 - $189.66 $72.2K - $87.4K
2.85K $537K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-1.77K
- 2.37%
$8.62 - $9.28 $15.3K - $16.4K
73K $662K
NOC
Northrop Grumman Corp

Industrials
-413
- 16.15%
$423.73 - $533.14 $175K - $220K
2.15K $1.13M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-545
- 1.43%
$9.89 - $11.43 $5.39K - $6.23K
37.5K $411K
VEA
Vanguard Ftse Developed Market

ETFs
-161
- 1.95%
$47.6 - $53.31 $7.66K - $8.58K
8.09K $427K
PG
Procter & Gamble CO

Consumer Defensive
-384
- 3.66%
$160.76 - $177.82 $61.7K - $68.3K
10.1K $1.75M
DOW
Dow Inc.

Basic Materials
-260
- 1.08%
$50.15 - $55.41 $13K - $14.4K
23.8K $1.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-512
- 6.43%
$64.35 - $75.71 $32.9K - $38.8K
7.45K $548K
PEP
Pepsico Inc

Consumer Defensive
-166
- 1.47%
$161.9 - $179.3 $26.9K - $29.8K
11.1K $1.89M
RLI
Rli Corp

Financial Services
-16
- 0.65%
$137.07 - $154.98 $2.19K - $2.48K
2.46K $380K
FE
Firstenergy Corp

Utilities
-45
- 0.75%
$38.25 - $44.54 $1.72K - $2K
5.92K $262K
AMT
American Tower Corp

Real Estate
-35
- 3.14%
$192.27 - $242.73 $6.73K - $8.5K
1.08K $251K
OKE
Oneok Inc

Energy
-307
- 4.26%
$78.62 - $95.27 $24.1K - $29.2K
6.9K $628K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-5.64K
- 12.88%
$31.07 - $39.36 $175K - $222K
38.2K $1.4M
EEM
Ishares Msci Emerging Markets

ETFs
-2.57K
- 5.09%
$40.42 - $46.7 $104K - $120K
48K $2.2M
EFG
Msci Eafe Growth ETF

ETFs
-644
- 2.91%
$96.84 - $108.77 $62.4K - $70K
21.5K $2.31M
PH
Parker Hannifin Corp

Industrials
-212
- 14.19%
$501.01 - $635.92 $106K - $135K
1.28K $809K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-114
- 1.2%
$108.44 - $120.37 $12.4K - $13.7K
9.41K $1.13M
ABT
Abbott Laboratories

Healthcare
-435
- 3.9%
$100.07 - $118.13 $43.5K - $51.4K
10.7K $1.22M
ABBV
Abb Vie Inc.

Healthcare
-811
- 8.35%
$163.84 - $199.33 $133K - $162K
8.9K $1.76M
XEL
Xcel Energy Inc

Utilities
-324
- 2.9%
$52.11 - $65.3 $16.9K - $21.2K
10.9K $709K
WBS
Webster Financial Corp

Financial Services
-18
- 0.05%
$42.49 - $49.62 $765 - $893
37.9K $1.77M
PECO
Phillips Edison & Company, Inc.

Real Estate
-6.15K
- 8.81%
$32.1 - $38.93 $197K - $239K
63.7K $2.4M
PSA
Public Storage

Real Estate
-203
- 7.99%
$283.13 - $365.01 $57.5K - $74.1K
2.34K $850K
MO
Altria Group, Inc.

Consumer Defensive
-475
- 1.73%
$45.95 - $54.71 $21.8K - $26K
27K $1.38M
SHW
Sherwin Williams CO

Basic Materials
-234
- 8.95%
$294.65 - $384.0 $68.9K - $89.9K
2.38K $908K
CAT
Caterpillar Inc

Industrials
-116
- 3.74%
$316.8 - $391.12 $36.7K - $45.4K
2.98K $1.17M
MOTI
Vaneck Morningstar Internation

ETFs
-1.63K
- 3.13%
$30.71 - $35.45 $50.1K - $57.8K
50.5K $1.77M
DD
Du Pont De Nemours, Inc.

Basic Materials
-44
- 0.23%
$77.22 - $89.49 $3.4K - $3.94K
18.8K $1.67M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-353
- 0.66%
$61.11 - $67.85 $21.6K - $24K
53.4K $3.62M
UNH
Unitedhealth Group Inc

Healthcare
-4.23K
- 12.02%
$488.01 - $604.18 $2.06M - $2.56M
31K $18.1M
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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