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First Foundation Advisors Decreases Position in JPMorgan Chase & Co. (NYSE:JPM)

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 […]
Stacey Friedman Partners Inc Securities Exchange Commission Jpmorgan Chase Co Lumature Wealth Partners Wsfs Capital Management

First Foundation Advisors Buys 16,553 Shares of Pfizer Inc. (NYSE:PFE)

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 […]
First Foundation Advisors Rb Capital Management Holdings Channel First Foundation Advisor United Bank Pfizer Inc

First Foundation Advisors Sells 20,535 Shares of Realty Income Co. (NYSE:O)

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 […]
United States Robertw Baird Ovisit Holdingschannel Stifel Nicolaus Realty Income Price Performance Securities Exchange Commission

First Foundation Advisors Grows Stake in UnitedHealth Group Incorporated (NYSE:UNH)

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 […]
New Zealand General New Zealand United States Erin Mcsweeney Stephenj Hemsley Blackrock Inc

UnitedHealth Group Incorporated (NYSE:UNH) Shares Purchased by First Foundation Advisors

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 […]
San Diego United States Erin Mcsweeney Stephenj Hemsley First Foundation Advisor Cascade Investment Advisors Inc

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iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by First Foundation Advisors

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 […]
United States Exchange Commission First Foundation Advisors Envestnet Asset Management Inc Ltd Zurich Financial Services Group Inc
Source: wkrb13.com

iShares Core S&P 500 ETF (NYSEARCA:IVV) is First Foundation Advisors' 7th Largest Position

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 […]
United States Financial Services Studio Investment Management Company Profile First Foundation Advisors Prairieview Partners

Johnson & Johnson (NYSE:JNJ) Shares Purchased by First Foundation Advisors

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 […]
Raymond James Royal Bank Exchange Commission Consumer Health Morgan Stanley First Foundation Advisor
Source: wkrb13.com

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