Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022

SELL
N/A
-12,116 Closed
0 $0
Q1 2022

May 05, 2022

SELL
N/A
-2,871 Reduced 19.16%
12,116 $158,000
Q4 2021

Feb 14, 2022

SELL
N/A
-115,279 Reduced 88.5%
14,987 $226,000
Q3 2021

Nov 15, 2021

SELL
N/A
-8,680 Reduced 6.25%
130,266 $1.98 Million
Q2 2021

Aug 13, 2021

SELL
N/A
-12,750 Reduced 8.4%
138,946 $2.14 Million
Q1 2021

May 18, 2021

SELL
N/A
-15,584 Reduced 9.32%
151,696 $2.24 Million
Q4 2020

Feb 16, 2021

SELL
N/A
-187,544 Closed
0 $0
Q3 2020

Nov 12, 2020

SELL
N/A
-3,682 Reduced 1.93%
187,544 $2.6 Million
Q2 2020

Aug 14, 2020

BUY
N/A
2,036 Added 1.08%
191,226 $2.66 Million
Q1 2020

May 11, 2020

BUY
N/A
7,923 Added 4.37%
189,190 $2.5 Million
Q4 2019

Feb 11, 2020

BUY
N/A
21,466 Added 13.43%
181,267 $2.56 Million
Q3 2019

Nov 12, 2019

BUY
N/A
55,475 Added 53.17%
159,801 $2.3 Million
Q2 2019

Aug 14, 2019

BUY
N/A
2,102 Added 2.06%
104,326 $1.47 Million
Q1 2019

May 13, 2019

BUY
N/A
73,072 Added 250.66%
102,224 $1.37 Million
Q4 2018

Feb 14, 2019

BUY
N/A
17,914 Added 159.41%
29,152 $376,000
Q2 2018

Aug 14, 2018

BUY
N/A
11,238 New
11,238 $150,000
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on First Foundation Advisors with notifications on news.