First Foundation Advisors Closed Holding Positions

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NET
Cloudflare, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
3,252
$39.7 - $126.9 $129K - $413K
FLGT
Fulgent Genetics, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
4,728
$47.98 - $62.75 $227K - $297K
TEAM
Atlassian Corp PLC

Technology
Q2 2022 Filed on Aug 12, 2022
1,378
$162.49 - $317.18 $224K - $437K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Aug 12, 2022
542
$389.13 - $547.75 $211K - $297K
ZM
Zoom Video Communications, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
1,885
$84.69 - $124.28 $160K - $234K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
6,392
$26.14 - $32.19 $167K - $206K
ZBRA
Zebra Technologies Corp

Technology
Q2 2022 Filed on Aug 12, 2022
503
$288.46 - $431.24 $145K - $217K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q2 2022 Filed on Aug 12, 2022
14,387
$26.87 - $29.61 $387K - $426K
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
1,288
$181.58 - $368.0 $234K - $474K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
4,173
$56.81 - $112.28 $237K - $469K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Aug 12, 2022
3,100
$103.31 - $104.87 $320K - $325K
Blackrock Muniyield Calif Fd
Q2 2022 Filed on Aug 12, 2022
12,116
N/A
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
14,823
$11.06 - $13.72 $164K - $203K
WD
Walker & Dunlop, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
6,604
$89.09 - $132.49 $588K - $875K
WPC
W. P. Carey Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
3,886
$76.0 - $86.57 $295K - $336K
DBRG
Digital Bridge Group, Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
88,029
$4.56 - $7.53 $401K - $663K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
1,662
$188.16 - $253.27 $313K - $421K
ICF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
3,050
$57.32 - $74.48 $175K - $227K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
Q2 2022 Filed on Aug 12, 2022
3,798
$101.22 - $132.77 $384K - $504K
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
16,309
$10.06 - $12.5 $164K - $204K
KAHCU
Kkr Acquisition Hldgs I Corp
Q2 2022 Filed on Aug 12, 2022
22,500
N/A
RAMP
Live Ramp Holdings, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
7,069
$23.01 - $38.89 $163K - $275K
HUBS
Hubspot Inc

Technology
Q2 2022 Filed on Aug 12, 2022
1,086
$281.81 - $504.2 $306K - $548K
MDB
Mongo Db, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
660
$223.61 - $458.6 $148K - $303K
LUV
Southwest Airlines CO

Industrials
Q2 2022 Filed on Aug 12, 2022
14,816
$34.98 - $48.38 $518K - $717K
STOR
Store Capital Corp

Real Estate
Q2 2022 Filed on Aug 12, 2022
13,519
$24.79 - $30.66 $335K - $414K
PML
Pimco Municipal Income Fund Ii

Financial Services
Q2 2022 Filed on Aug 12, 2022
13,341
$10.12 - $11.82 $135K - $158K
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
1,249
$47.02 - $191.65 $58.7K - $239K
MAPS
Wm Technology, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
10,000
$3.29 - $8.12 $32.9K - $81.2K
ALC
Alcon Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
6,358
$64.25 - $81.25 $409K - $517K
FITB
Fifth Third Bancorp

Financial Services
Q2 2022 Filed on Aug 12, 2022
4,696
$33.25 - $41.8 $156K - $196K
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
14,144
$79.01 - $94.15 $1.12M - $1.33M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q2 2022 Filed on Aug 12, 2022
5,574
$32.43 - $36.31 $181K - $202K
LEN
Lennar Corp

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
2,738
$64.49 - $83.43 $177K - $228K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
2,750
$41.27 - $74.42 $113K - $205K
SLG
Sl Green Realty Corp

Real Estate
Q2 2022 Filed on Aug 12, 2022
2,983
$46.15 - $81.2 $138K - $242K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
6,663
$27.38 - $40.87 $182K - $272K
SHC
Sotera Health CO

Healthcare
Q2 2022 Filed on Aug 12, 2022
11,267
$18.92 - $23.86 $213K - $269K
Tanzanian Gold Corp
Q2 2022 Filed on Aug 12, 2022
117,371
N/A
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 12, 2022
1,758
$78.73 - $174.71 $138K - $307K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2022 Filed on Aug 12, 2022
7,951
$28.46 - $31.01 $226K - $247K
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
1,256
$199.84 - $239.52 $251K - $301K
LINC
Lincoln Educational Services Corp

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
72,000
$4.96 - $7.38 $357K - $531K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,174
$28.0 - $113.85 $60.9K - $248K
MPW
Medical Properties Trust Inc

Real Estate
Q2 2022 Filed on Aug 12, 2022
12,151
$14.34 - $21.54 $174K - $262K
ZS
Zscaler, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
1,131
$127.81 - $252.11 $145K - $285K
WIX
Wix.Com Ltd.

Technology
Q1 2022 Filed on May 05, 2022
1,398
$73.51 - $160.48 $103K - $224K
Wisdomtree Tr
Q1 2022 Filed on May 05, 2022
8,664
N/A
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on May 05, 2022
976
$138.11 - $222.66 $135K - $217K
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