First Fndtn shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in First Fndtn
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Quarterly reported holdings in First Fndtn by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $400k | 41k | 9.68 |
| 2023-09-30 | $251k | 41k | 6.08 |
| 2023-06-30 | $103k | 26k | 3.97 |
| 2023-03-31 | $78k | 11k | 7.45 |
| 2022-12-31 | $147k | 10k | 14.33 |
| 2022-09-30 | $182k | 10k | 18.05 |
| 2022-06-30 | $205k | 10k | 20.50 |
| 2021-12-31 | $373k | 15k | 24.87 |
| 2021-06-30 | $1.2M | 55k | 22.51 |