First Foundation Advisors Buys Xilinx Inc, JPMorgan Ultra-Short Municipal Income ETF, Discovery Inc, Sells iShares Gold Trust, Pfizer Inc, Comcast Corp

Irvine, CA, based Investment company First Foundation Advisors (Current Portfolio) buys Xilinx Inc, JPMorgan Ultra-Short Municipal Income ETF, Discovery Inc, Altria Group Inc, VanEck Vectors Morningstar Wide Moat ETF, sells iShares Gold Trust, Pfizer Inc, Comcast Corp, Lumen Technologies Inc, TJX Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, First Foundation Advisors. As of 2021Q2, First Foundation Advisors owns 446 stocks with a total value of $2.6 billion. These are the details of the buys and sells.

For the details of FIRST FOUNDATION ADVISORS's stock buys and sells, go to https://www.gurufocus.com/guru/first+foundation+advisors/current-portfolio/portfolio

These are the top 5 holdings of FIRST FOUNDATION ADVISORS
  1. Microsoft Corp (MSFT) - 1,282,634 shares, 13.38% of the total portfolio. Shares added by 0.38%
  2. Alphabet Inc (GOOG) - 50,912 shares, 4.91% of the total portfolio. Shares reduced by 7.85%
  3. iShares Gold Trust (IAU) - 2,694,185 shares, 3.50% of the total portfolio. Shares reduced by 54.28%
  4. Amazon.com Inc (AMZN) - 25,287 shares, 3.35% of the total portfolio. Shares added by 2.39%
  5. Facebook Inc (FB) - 199,620 shares, 2.67% of the total portfolio. Shares added by 0.63%
New Purchase: Xilinx Inc (XLNX)

First Foundation Advisors initiated holding in Xilinx Inc. The purchase prices were between $114.61 and $144.64, with an estimated average price of $127.1. The stock is now traded at around $142.640000. The impact to a portfolio due to this purchase was 0.58%. The holding were 104,666 shares as of 2021-06-30.

New Purchase: JPMorgan Ultra-Short Municipal Income ETF (JMST)

First Foundation Advisors initiated holding in JPMorgan Ultra-Short Municipal Income ETF. The purchase prices were between $50.98 and $51.07, with an estimated average price of $51.02. The stock is now traded at around $51.090000. The impact to a portfolio due to this purchase was 0.49%. The holding were 246,848 shares as of 2021-06-30.

New Purchase: Discovery Inc (DISCK)

First Foundation Advisors initiated holding in Discovery Inc. The purchase prices were between $27.33 and $37.08, with an estimated average price of $31.22. The stock is now traded at around $27.140000. The impact to a portfolio due to this purchase was 0.44%. The holding were 395,467 shares as of 2021-06-30.

New Purchase: SPDR SSgA Global Allocation ETF (GAL)

First Foundation Advisors initiated holding in SPDR SSgA Global Allocation ETF. The purchase prices were between $43.66 and $46.27, with an estimated average price of $45.28. The stock is now traded at around $46.290000. The impact to a portfolio due to this purchase was 0.37%. The holding were 211,283 shares as of 2021-06-30.

New Purchase: Barclays Bank PLC ZC SP REDEEM 12/06/2036 USD 50 - (DJP)

First Foundation Advisors initiated holding in Barclays Bank PLC ZC SP REDEEM 12/06/2036 USD 50 -. The purchase prices were between $23.51 and $27.41, with an estimated average price of $25.99. The stock is now traded at around $26.900000. The impact to a portfolio due to this purchase was 0.36%. The holding were 345,947 shares as of 2021-06-30.

New Purchase: Koninklijke Philips NV (PHG)

First Foundation Advisors initiated holding in Koninklijke Philips NV. The purchase prices were between $49.7 and $61.1, with an estimated average price of $56.46. The stock is now traded at around $44.250000. The impact to a portfolio due to this purchase was 0.31%. The holding were 162,194 shares as of 2021-06-30.

Added: VanEck Vectors Morningstar Wide Moat ETF (MOAT)

First Foundation Advisors added to a holding in VanEck Vectors Morningstar Wide Moat ETF by 264.98%. The purchase prices were between $69.28 and $75.04, with an estimated average price of $72.75. The stock is now traded at around $76.020000. The impact to a portfolio due to this purchase was 0.38%. The holding were 182,301 shares as of 2021-06-30.

Added: Altria Group Inc (MO)

First Foundation Advisors added to a holding in Altria Group Inc by 450.63%. The purchase prices were between $46.31 and $52.31, with an estimated average price of $49.19. The stock is now traded at around $48.560000. The impact to a portfolio due to this purchase was 0.38%. The holding were 250,164 shares as of 2021-06-30.

Added: Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC)

First Foundation Advisors added to a holding in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF by 128.03%. The purchase prices were between $78.91 and $86.07, with an estimated average price of $83.04. The stock is now traded at around $89.370000. The impact to a portfolio due to this purchase was 0.36%. The holding were 191,739 shares as of 2021-06-30.

Added: Pershing Square Tontine Holdings Ltd (PSTH)

First Foundation Advisors added to a holding in Pershing Square Tontine Holdings Ltd by 124.95%. The purchase prices were between $22.06 and $25.62, with an estimated average price of $24.03. The stock is now traded at around $20.020000. The impact to a portfolio due to this purchase was 0.34%. The holding were 694,613 shares as of 2021-06-30.

Added: Danaher Corp (DHR)

First Foundation Advisors added to a holding in Danaher Corp by 75.67%. The purchase prices were between $225.08 and $271.69, with an estimated average price of $249.44. The stock is now traded at around $320.960000. The impact to a portfolio due to this purchase was 0.32%. The holding were 72,996 shares as of 2021-06-30.

Added: Sony Group Corp (SONY)

First Foundation Advisors added to a holding in Sony Group Corp by 39.95%. The purchase prices were between $92.97 and $112.77, with an estimated average price of $101.44. The stock is now traded at around $98.480000. The impact to a portfolio due to this purchase was 0.25%. The holding were 231,748 shares as of 2021-06-30.

Sold Out: Schwab U.S. Large-Cap Growth ETF (SCHG)

First Foundation Advisors sold out a holding in Schwab U.S. Large-Cap Growth ETF. The sale prices were between $129.65 and $146.47, with an estimated average price of $138.15.

Sold Out: KKR & Co Inc (KKR)

First Foundation Advisors sold out a holding in KKR & Co Inc. The sale prices were between $48.85 and $60.76, with an estimated average price of $55.32.

Sold Out: Blackstone Inc (BX)

First Foundation Advisors sold out a holding in Blackstone Inc. The sale prices were between $74.53 and $99.62, with an estimated average price of $88.44.

Sold Out: PIMCO Active Bond ETF (BOND)

First Foundation Advisors sold out a holding in PIMCO Active Bond ETF. The sale prices were between $108.29 and $110.48, with an estimated average price of $109.58.

Sold Out: General Electric Co (GE)

First Foundation Advisors sold out a holding in General Electric Co. The sale prices were between $102.24 and $114.8, with an estimated average price of $107.13.

Sold Out: British American Tobacco PLC (BTI)

First Foundation Advisors sold out a holding in British American Tobacco PLC. The sale prices were between $37.35 and $40.51, with an estimated average price of $39.13.



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