Page 4 - Foundation Advisor News Today

First Foundation Advisors reduced its holdings in Sony Group Co. (NYSE:SONY – Free Report) by 7.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,604 shares of the company’s stock after selling 541 shares during the quarter. First Foundation Advisors’ holdings […]

First Foundation Advisors cut its position in Edwards Lifesciences Co. (NYSE:EW – Free Report) by 57.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,622 shares of the medical research company’s stock after selling 16,852 shares during the quarter. First Foundation Advisors’ holdings […]

First Foundation Advisors lifted its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 7.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,249 shares of the company’s stock after purchasing an additional 382 shares […]

First Foundation Advisors lifted its stake in The Cigna Group (NYSE:CI – Free Report) by 18.2% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,327 shares of the health services provider’s stock after purchasing an additional 204 shares during the period. First […]

First Foundation Advisors reduced its stake in Sempra (NYSE:SRE – Free Report) by 17.8% during the 2nd quarter, Holdings Channel reports. The fund owned 3,687 shares of the utilities provider’s stock after selling 801 shares during the period. First Foundation Advisors’ holdings in Sempra were worth $537,000 as of its most recent filing with the […]

First Foundation Advisors boosted its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.9% in the second quarter, Holdings Channel.com reports. The fund owned 15,298 shares of the exchange traded fund’s stock after buying an additional 1,115 shares during the quarter. First Foundation Advisors’ holdings in Vanguard FTSE Emerging Markets ETF […]

First Foundation Advisors increased its holdings in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 9.1% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,148 shares of the industrial products company’s stock after purchasing an additional 347 shares during the quarter. […]

First Foundation Advisors reduced its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 28.7% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,748 shares of the pharmacy operator’s stock after selling 4,737 shares during the quarter. First Foundation Advisors’ […]

First Foundation Advisors boosted its position in shares of Sysco Co. (NYSE:SYY – Free Report) by 10.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,516 shares of the company’s stock after buying an additional 605 shares during the period. First […]

First Foundation Advisors reduced its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 20.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,449 shares of the exchange traded fund’s stock after selling 1,379 shares during the quarter. First […]