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First Foundation Advisors Buys United Parcel Service Inc, iShares 0-5 Year High Yield Corporate Bond ETF, Apple Inc, Sells VEREIT Inc, Pershing Square Tontine Holdings, Liberty Broadband Corp

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Nov 17, 2021
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Irvine, CA, based Investment company First Foundation Advisors (Current Portfolio) buys United Parcel Service Inc, iShares 0-5 Year High Yield Corporate Bond ETF, Apple Inc, Canadian Pacific Railway, Texas Instruments Inc, sells VEREIT Inc, Pershing Square Tontine Holdings, Liberty Broadband Corp, PG&E Corp, Koninklijke Philips NV during the 3-months ended 2021Q3, according to the most recent filings of the investment company, First Foundation Advisors. As of 2021Q3, First Foundation Advisors owns 442 stocks with a total value of $2.7 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) - 1,282,606 shares, 13.50% of the total portfolio.
  2. Alphabet Inc (GOOG) - 51,486 shares, 5.12% of the total portfolio. Shares added by 1.13%
  3. iShares Gold Trust (IAU) - 2,677,515 shares, 3.34% of the total portfolio. Shares reduced by 0.62%
  4. Amazon.com Inc (AMZN) - 26,653 shares, 3.27% of the total portfolio. Shares added by 5.40%
  5. Meta Platforms Inc (FB) - 205,429 shares, 2.60% of the total portfolio. Shares added by 2.91%
New Purchase: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)

First Foundation Advisors initiated holding in iShares 0-5 Year High Yield Corporate Bond ETF. The purchase prices were between $44.9 and $45.5, with an estimated average price of $45.23. The stock is now traded at around $45.390000. The impact to a portfolio due to this purchase was 0.6%. The holding were 352,272 shares as of 2021-09-30.

New Purchase: Canadian Pacific Railway Ltd (CP)

First Foundation Advisors initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $64.64 and $77.57, with an estimated average price of $71.38. The stock is now traded at around $77.210000. The impact to a portfolio due to this purchase was 0.34%. The holding were 141,416 shares as of 2021-09-30.

New Purchase: Discovery Inc (DISCA)

First Foundation Advisors initiated holding in Discovery Inc. The purchase prices were between $25.15 and $31.2, with an estimated average price of $28.16. The stock is now traded at around $27.730000. The impact to a portfolio due to this purchase was 0.09%. The holding were 91,543 shares as of 2021-09-30.

New Purchase: Lightwave Logic Inc (LWLG)

First Foundation Advisors initiated holding in Lightwave Logic Inc. The purchase prices were between $6.26 and $13.4, with an estimated average price of $9.56. The stock is now traded at around $14.010000. The impact to a portfolio due to this purchase was 0.07%. The holding were 199,498 shares as of 2021-09-30.

New Purchase: Schwab U.S. Large-Cap Growth ETF (SCHG)

First Foundation Advisors initiated holding in Schwab U.S. Large-Cap Growth ETF. The purchase prices were between $146.33 and $157.74, with an estimated average price of $152.26. The stock is now traded at around $165.250000. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,927 shares as of 2021-09-30.

New Purchase: General Electric Co (GE)

First Foundation Advisors initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $103.350000. The impact to a portfolio due to this purchase was 0.03%. The holding were 8,618 shares as of 2021-09-30.

Added: United Parcel Service Inc (UPS)

First Foundation Advisors added to a holding in United Parcel Service Inc by 131.25%. The purchase prices were between $182.1 and $214.26, with an estimated average price of $197.6. The stock is now traded at around $211.870000. The impact to a portfolio due to this purchase was 1.45%. The holding were 375,731 shares as of 2021-09-30.

Added: Apple Inc (AAPL)

First Foundation Advisors added to a holding in Apple Inc by 31.39%. The purchase prices were between $137.27 and $156.69, with an estimated average price of $147.22. The stock is now traded at around $151.000000. The impact to a portfolio due to this purchase was 0.53%. The holding were 422,244 shares as of 2021-09-30.

Added: Texas Instruments Inc (TXN)

First Foundation Advisors added to a holding in Texas Instruments Inc by 47.89%. The purchase prices were between $183.8 and $200.65, with an estimated average price of $190.58. The stock is now traded at around $188.520000. The impact to a portfolio due to this purchase was 0.33%. The holding were 140,685 shares as of 2021-09-30.

Added: Sony Group Corp (SONY)

First Foundation Advisors added to a holding in Sony Group Corp by 33.06%. The purchase prices were between $96.61 and $117.61, with an estimated average price of $104.69. The stock is now traded at around $125.080000. The impact to a portfolio due to this purchase was 0.32%. The holding were 308,362 shares as of 2021-09-30.

Added: Roblox Corp (RBLX)

First Foundation Advisors added to a holding in Roblox Corp by 41.92%. The purchase prices were between $75.55 and $90.34, with an estimated average price of $82.17. The stock is now traded at around $116.180000. The impact to a portfolio due to this purchase was 0.19%. The holding were 223,756 shares as of 2021-09-30.

Added: JPMorgan Ultra-Short Municipal Income ETF (JMST)

First Foundation Advisors added to a holding in JPMorgan Ultra-Short Municipal Income ETF by 27.56%. The purchase prices were between $51.01 and $51.08, with an estimated average price of $51.05. The stock is now traded at around $51.020000. The impact to a portfolio due to this purchase was 0.13%. The holding were 314,871 shares as of 2021-09-30.

Sold Out: PG&E Corp (PCG)

First Foundation Advisors sold out a holding in PG&E Corp. The sale prices were between $8.29 and $10.5, with an estimated average price of $9.45.

Sold Out: Blackrock Core Bond Trust (BHK)

First Foundation Advisors sold out a holding in Blackrock Core Bond Trust. The sale prices were between $16.13 and $17.22, with an estimated average price of $16.59.

Sold Out: Liberty Global PLC (LBTYA)

First Foundation Advisors sold out a holding in Liberty Global PLC. The sale prices were between $25.08 and $30.1, with an estimated average price of $27.73.

Sold Out: Workday Inc (WDAY)

First Foundation Advisors sold out a holding in Workday Inc. The sale prices were between $226.15 and $277.74, with an estimated average price of $247.92.

Sold Out: Veeva Systems Inc (VEEV)

First Foundation Advisors sold out a holding in Veeva Systems Inc. The sale prices were between $282.94 and $341, with an estimated average price of $317.34.

Sold Out: BlackRock Multi-Sector Income Trust (BIT)

First Foundation Advisors sold out a holding in BlackRock Multi-Sector Income Trust. The sale prices were between $18.31 and $19.15, with an estimated average price of $18.64.



Here is the complete portfolio of FIRST FOUNDATION ADVISORS. Also check out:

1. FIRST FOUNDATION ADVISORS's Undervalued Stocks
2. FIRST FOUNDATION ADVISORS's Top Growth Companies, and
3. FIRST FOUNDATION ADVISORS's High Yield stocks
4. Stocks that FIRST FOUNDATION ADVISORS keeps buying

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