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December 5, 2023
First Foundation Advisors trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 7.2% in the second quarter, HoldingsChannel.com reports. The fund owned 172,845 shares of the financial services provider’s stock after selling 13,362 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.1% of First Foundation Advisors’ portfolio, making the stock its 16th […]
December 5, 2023
First Foundation Advisors boosted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 11.5% during the second quarter, Holdings Channel.com reports. The fund owned 160,537 shares of the biopharmaceutical company’s stock after acquiring an additional 16,553 shares during the period. First Foundation Advisors’ holdings in Pfizer were worth $5,889,000 at the end […]
December 5, 2023
First Foundation Advisors decreased its position in shares of Realty Income Co. (NYSE:O – Free Report) by 16.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 106,265 shares of the real estate investment trust’s stock after selling 20,535 […]
December 5, 2023
First Foundation Advisors lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.5% in the second quarter, HoldingsChannel.com reports. The fund owned 60,105 shares of the healthcare conglomerate’s stock after acquiring an additional 292 shares during the quarter. UnitedHealth Group accounts for approximately 1.2% of First Foundation Advisors’ portfolio, making […]
December 5, 2023
First Foundation Advisors boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.5% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,105 shares of the healthcare conglomerate’s stock after acquiring an additional 292 shares during the quarter. UnitedHealth Group comprises approximately […]
December 5, 2023
First Foundation Advisors trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 124,693 shares of the company’s stock after selling 7,715 shares during the […]
December 5, 2023
First Foundation Advisors trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 124,693 shares of the company’s stock after selling 7,715 shares during the quarter. iShares Core S&P 500 […]
December 5, 2023
First Foundation Advisors raised its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 22.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,393 shares of the company’s stock after acquiring an additional 9,297 shares during the […]
August 9, 2022
Skyler Bollar was chosen along with 20 other delegates to represent their state in the first Western Governors Leadership Institute.
February 1, 2022
Passive crypto investment gateway Flint will enter its beta stage to let anyone easily access passive returns on their stablecoins.