First Foundation Advisors Closed Holding Positions

First Foundation Advisors

  • $2.59 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Sterling Bancorp Del
Q1 2022 Filed on May 05, 2022
161,905
N/A
SPOT
Spotify Technology S.A.

Communication Services
Q1 2022 Filed on May 05, 2022
1,157
$119.47 - $244.16 $138K - $282K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on May 05, 2022
11,916
$13.2 - $15.84 $157K - $189K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2022 Filed on May 05, 2022
6,350
$81.07 - $115.44 $515K - $733K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on May 05, 2022
976
$138.11 - $222.66 $135K - $217K
New Amer High Income Fd Inc
Q1 2022 Filed on May 05, 2022
21,460
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q1 2022 Filed on May 05, 2022
5,258
$43.69 - $60.31 $230K - $317K
TREX
Trex CO Inc

Industrials
Q1 2022 Filed on May 05, 2022
1,681
$65.33 - $133.55 $110K - $224K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on May 05, 2022
2,405
$81.03 - $87.06 $195K - $209K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
4,604
$76.76 - $137.41 $353K - $633K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
Q1 2022 Filed on May 05, 2022
8,045
$22.97 - $25.98 $185K - $209K
Eros Stx Global Corporation
Q1 2022 Filed on May 05, 2022
25,745
N/A
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on May 05, 2022
6,723
$40.23 - $47.74 $270K - $321K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 05, 2022
8,055
$21.42 - $26.7 $173K - $215K
Wisdomtree Tr
Q1 2022 Filed on May 05, 2022
8,664
N/A
WIX
Wix.Com Ltd.

Technology
Q1 2022 Filed on May 05, 2022
1,398
$73.51 - $160.48 $103K - $224K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
1,265
$134.84 - $172.57 $171K - $218K
SPRU
Spruce Pwr Hldg Corp Com
Q1 2022 Filed on May 05, 2022
10,200
N/A
OPRX
Optimize Rx Corp

Healthcare
Q1 2022 Filed on May 05, 2022
3,457
$35.27 - $62.91 $122K - $217K
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2022 Filed on May 05, 2022
1,759
$90.78 - $115.41 $160K - $203K
Silverbox Engaged Merger CO
Q1 2022 Filed on May 05, 2022
25,000
N/A
DHI
Horton D R Inc

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
2,313
$74.51 - $105.72 $172K - $245K
BDXB
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on May 05, 2022
4,298
N/A
Xilinx Inc
Q1 2022 Filed on May 05, 2022
105,283
N/A
J
Jacobs Engineering Group Inc

Industrials
Q1 2022 Filed on May 05, 2022
2,522
$117.51 - $142.55 $296K - $360K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
Q1 2022 Filed on May 05, 2022
8,578
$22.88 - $27.28 $196K - $234K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 05, 2022
5,931
$108.42 - $129.58 $643K - $769K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q1 2022 Filed on May 05, 2022
11,312
$40.46 - $46.8 $458K - $529K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
Q1 2022 Filed on May 05, 2022
4,443
$50.12 - $50.49 $223K - $224K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
1,294
$116.51 - $209.93 $151K - $272K
NIQ
Nuveen Intermediate Duration Quality Municipal Term Fund

Financial Services
Q4 2021 Filed on Feb 14, 2022
11,528
$14.54 - $15.01 $168K - $173K
RGEN
Repligen Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
710
$247.59 - $304.47 $176K - $216K
Blackrock Muniyield Calif Qu
Q4 2021 Filed on Feb 14, 2022
58,981
N/A
HTRB
Hartford Fds Total Return Bd E

ETFs
Q4 2021 Filed on Feb 14, 2022
5,160
$39.69 - $41.02 $205K - $212K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
1,051
$225.82 - $368.51 $237K - $387K
LWLG
Lightwave Logic, Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
199,498
$8.67 - $19.56 $1.73M - $3.9M
Discovery Inc
Q4 2021 Filed on Feb 14, 2022
91,543
N/A
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q4 2021 Filed on Feb 14, 2022
6,059
$40.72 - $43.68 $247K - $265K
Royal Dutch Shell PLC
Q4 2021 Filed on Feb 14, 2022
4,890
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
17,854
$21.8 - $22.18 $389K - $396K
BRSP
Bright Spire Capital, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
94,825
$9.25 - $10.26 $877K - $973K
Rivernorth Doubleline Strate
Q4 2021 Filed on Feb 14, 2022
136,754
N/A
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
8,953
$25.78 - $28.62 $231K - $256K
KVSA
Khosla Ventures Acquisition Co.

Financial Services
Q4 2021 Filed on Feb 14, 2022
22,000
$9.7 - $10.0 $213K - $220K
AXON
Axon Enterprise, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
1,257
$138.89 - $185.27 $175K - $233K
Pimco Dynamic Cr Income Fd
Q4 2021 Filed on Feb 14, 2022
232,452
N/A
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2021 Filed on Feb 14, 2022
2,700
$141.52 - $154.35 $382K - $417K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 14, 2022
10,825
$22.02 - $23.12 $238K - $250K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 14, 2022
10,771
$15.32 - $16.11 $165K - $174K
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.

Choose your preferred platform and Sign Up 👇 Telegram Email