BHZ Capital Management’s First Western Financial MYFW Stock Holding History

BHZ Capital Management’s Portfolio MYFW Stock Details MYFW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,886	Closed	-$434K	–	133
2022 Q1	$434K	Sell	13,886 -30,376	-69%	-$986K	0.15%	109
2021 Q4	$1.34M	Sell	44,262 -99	-0.2%	-$2.96K	0.46%	61
2021 Q3	$1.28M	Buy	44,361 +1,838	+4%	+$49.2K	0.44%	64
2021 Q2	$1.1M	Buy	42,523 +17,381	+69%	+$464K	0.41%	72
2021 Q1	$629K	Sell	25,142 -32,955	-57%	-$691K	0.2%	92
2020 Q4	$1.14M	Buy	58,097 +206	+0.4%	+$3.35K	0.38%	72
2020 Q3	$750K	Buy	57,891 +6,318	+12%	+$86.5K	0.32%	89
2020 Q2	$735K	Buy	51,573 +1,630	+3%	+$21.8K	0.29%	86
2020 Q1	$706K	Sell	49,943 -780	-2%	-$12.8K	0.27%	96
2019 Q4	$835K	Buy	50,723 +25,601	+102%	+$418K	0.2%	109
2019 Q3	$429K	Sell	25,122 -2,529	-9%	-$36.9K	0.1%	115
2019 Q2	$367K	Buy	+27,651	New	+$368K	0.09%	120

Other funds holding MYFW

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

BHZ Capital Management's MYFW Position: Q2 2022 in Review

BHZ Capital Management sold out of First Western Financial (MYFW) in Q2 2022, closing a stake of 13,886 shares — an estimated $434K sold.

BHZ Capital Management first reported a position in MYFW in Q2 2019 and held it in 12 quarters. The position peaked at $1.34M in Q4 2021. 70 funds tracked by Wall St. Rank hold MYFW as of Q2 2022.

BHZ Capital Management reported no remaining First Western Financial position as of Q2 2022 after selling out during the quarter.
BHZ Capital Management sold 13,886 First Western Financial shares in Q2 2022, an estimated $434K.
BHZ Capital Management first reported a position in First Western Financial in Q2 2019 and held it in 12 quarters.
BHZ Capital Management's First Western Financial position peaked at $1.34M in Q4 2021.
70 funds tracked by Wall St. Rank held First Western Financial as of Q2 2022.

Based on BHZ Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.