Page 5 - Foundation Advisor News Today

First Foundation Advisors reduced its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 6.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 191 shares of the business services provider’s stock after selling 13 shares during the […]

First Foundation Advisors lifted its holdings in General Electric (NYSE:GE – Free Report) by 2.4% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,396 shares of the conglomerate’s stock after purchasing an additional 104 shares during the quarter. First Foundation Advisors’ holdings in General Electric were […]

First Foundation Advisors grew its holdings in shares of Colgate-Palmolive (NYSE:CL – Free Report) by 36.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,090 shares of the company’s stock after purchasing an additional 1,352 shares during the quarter. First Foundation Advisors’ holdings […]

First Foundation Advisors lowered its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 8.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 230,095 shares of the entertainment giant’s stock after selling 20,628 shares during the quarter. Walt Disney accounts […]

First Foundation Advisors increased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 3.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 9,162 shares of the medical equipment provider’s stock after buying an additional 337 shares during the period. First Foundation Advisors’ holdings in […]

First Foundation Advisors lifted its holdings in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 3.8% during the second quarter, HoldingsChannel.com reports. The fund owned 17,413 shares of the company’s stock after purchasing an additional 643 shares during the quarter. First Foundation Advisors’ holdings in Xcel Energy were worth $1,083,000 as of its […]

First Foundation Advisors lifted its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 4.3% during the second quarter, Holdings Channel reports. The fund owned 8,886 shares of the company’s stock after buying an additional 365 shares during the quarter. First Foundation Advisors’ holdings in Invesco S&P 500 Equal […]

First Foundation Advisors lifted its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 2.1% during the second quarter, HoldingsChannel reports. The institutional investor owned 5,292 shares of the information technology services provider’s stock after purchasing an additional 108 shares during the period. First Foundation Advisors’ holdings in ServiceNow were worth $2,974,000 at the end […]

First Foundation Advisors reduced its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 54.5% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,044 shares of the medical technology company’s stock after selling 19,247 shares during the period. […]

First Foundation Advisors lessened its stake in The Estée Lauder Companies Inc. (NYSE:EL – Free Report) by 1.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 11,029 shares of the company’s stock after selling 155 shares during the quarter. First Foundation Advisors’ holdings in […]