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Capital Performance Advisors’s First Western Financial MYFW Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-73
Closed -$1.46K – 1741
2024
Q3 		$1.46K Buy
+73
New +$1.33K ﹤0.01% 1722

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Capital Performance Advisors's MYFW Position: Q4 2024 in Review

Capital Performance Advisors sold out of First Western Financial (MYFW) in Q4 2024, closing a stake of 73 shares — an estimated $1.46K sold.

Capital Performance Advisors first reported a position in MYFW in Q3 2024 and held it in 1 quarter. The position peaked at $1.46K in Q3 2024. 67 funds tracked by Wall St. Rank hold MYFW as of Q4 2024.

  • Capital Performance Advisors reported no remaining First Western Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 73 First Western Financial shares in Q4 2024, an estimated $1.46K.
  • Capital Performance Advisors first reported a position in First Western Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's First Western Financial position peaked at $1.46K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held First Western Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.