First Foundation Advisors Closed Holding Positions

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Eros Stx Global Corporation
Q1 2022 Filed on May 05, 2022
25,745
N/A
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
Q1 2022 Filed on May 05, 2022
12,027
$9.8 - $11.64 $118K - $140K
Sterling Bancorp Del
Q1 2022 Filed on May 05, 2022
161,905
N/A
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 05, 2022
5,931
$108.42 - $129.58 $643K - $769K
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
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q1 2022 Filed on May 05, 2022
11,628
$13.48 - $16.79 $157K - $195K
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
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
1,294
$116.51 - $209.93 $151K - $272K
New Amer High Income Fd Inc
Q1 2022 Filed on May 05, 2022
21,460
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
4,604
$76.76 - $137.41 $353K - $633K
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
Xilinx Inc
Q1 2022 Filed on May 05, 2022
105,283
N/A
Silverbox Engaged Merger CO
Q1 2022 Filed on May 05, 2022
25,000
N/A
SPRU
Spruce Pwr Hldg Corp Com
Q1 2022 Filed on May 05, 2022
10,200
N/A
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q1 2022 Filed on May 05, 2022
11,312
$40.46 - $46.8 $458K - $529K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on May 05, 2022
2,405
$81.03 - $87.06 $195K - $209K
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
BDXB
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on May 05, 2022
4,298
N/A
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2022 Filed on May 05, 2022
1,759
$90.78 - $115.41 $160K - $203K
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on May 05, 2022
6,723
$40.23 - $47.74 $270K - $321K
OPRX
Optimize Rx Corp

Healthcare
Q1 2022 Filed on May 05, 2022
3,457
$35.27 - $62.91 $122K - $217K
J
Jacobs Engineering Group Inc

Industrials
Q1 2022 Filed on May 05, 2022
2,522
$117.51 - $142.55 $296K - $360K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
Q1 2022 Filed on May 05, 2022
4,443
$50.12 - $50.49 $223K - $224K
ALK
Alaska Air Group, Inc.

Industrials
Q1 2022 Filed on May 05, 2022
5,258
$43.69 - $60.31 $230K - $317K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
1,265
$134.84 - $172.57 $171K - $218K
SPOT
Spotify Technology S.A.

Communication Services
Q1 2022 Filed on May 05, 2022
1,157
$119.47 - $244.16 $138K - $282K
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
CDW
Cdw Corp

Technology
Q1 2022 Filed on May 05, 2022
1,824
$164.78 - $208.13 $301K - $380K
TREX
Trex CO Inc

Industrials
Q1 2022 Filed on May 05, 2022
1,681
$65.33 - $133.55 $110K - $224K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
2,313
$74.51 - $105.72 $172K - $245K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2021 Filed on Feb 14, 2022
14,030
N/A
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
IIM
Invesco Value Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 14, 2022
18,084
$15.81 - $17.04 $286K - $308K
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
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
Q4 2021 Filed on Feb 14, 2022
10,066
$11.7 - $12.24 $118K - $123K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,546
$111.22 - $196.03 $172K - $303K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
980,477
$44.74 - $50.03 $43.9M - $49.1M
VVR
Invesco Senior Income Trust

Financial Services
Q4 2021 Filed on Feb 14, 2022
22,476
$4.32 - $4.51 $97.1K - $101K
Invesco Dynamic Cr Opportuni
Q4 2021 Filed on Feb 14, 2022
24,261
N/A
Blackrock Muniyield Calif Qu
Q4 2021 Filed on Feb 14, 2022
58,981
N/A
Royal Dutch Shell PLC
Q4 2021 Filed on Feb 14, 2022
4,890
N/A
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
Q4 2021 Filed on Feb 14, 2022
19,352
$15.17 - $16.52 $294K - $320K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 14, 2022
10,771
$15.32 - $16.11 $165K - $174K
Discovery Inc
Q4 2021 Filed on Feb 14, 2022
91,543
N/A
Oaktree Acquisition Corp Ii
Q4 2021 Filed on Feb 14, 2022
21,500
N/A
LWLG
Lightwave Logic, Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
199,498
$8.67 - $19.56 $1.73M - $3.9M
BRSP
Bright Spire Capital, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
94,825
$9.25 - $10.26 $877K - $973K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
17,854
$21.8 - $22.18 $389K - $396K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q4 2021 Filed on Feb 14, 2022
70,887
$13.1 - $13.58 $929K - $963K
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