Number of Shares
312,919.00
Current Holdings Value*
$69.51 Mil
% of Portfolio
2.83%
Total Estimate Gain
$67.95 Mil
% of Total Estimate Gain
109.26%

FIRST FOUNDATION ADVISORS's Apple Inc Holding Summary

As of 2025-03-31, FIRST FOUNDATION ADVISORS held 312,919.00 shares of Apple Inc(AAPL), totaling $69.51 Mil. This investment constitutes 2.83% of their stock portfolio, and FIRST FOUNDATION ADVISORS now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then FIRST FOUNDATION ADVISORS has made 15 purchases of AAPL, at an average price of $71.20, for a total of 873,356.00 shares. In addition, there have been 21 sales at an average price of $112.89 for 560,437.00 shares. Based on historical transaction data and AAPL's current price of $213.68, FIRST FOUNDATION ADVISORS's estimated gain on his AAPL holdings is $67.95 Mil, reflecting a 109.26% gain to date.

FIRST FOUNDATION ADVISORS AAPL ($213.68) Holding Chart

FIRST FOUNDATION ADVISORS AAPL ($213.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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