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CM Wealth Advisors’s First Western Financial MYFW Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-12,402
Closed -$209K – 332
2023
Q1 		$209K Buy
+12,402
New +$306K 0.04% 365

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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

CM Wealth Advisors's MYFW Position: Q2 2023 in Review

CM Wealth Advisors sold out of First Western Financial (MYFW) in Q2 2023, closing a stake of 12,402 shares — an estimated $209K sold.

CM Wealth Advisors first reported a position in MYFW in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 59 funds tracked by Wall St. Rank hold MYFW as of Q2 2023.

  • CM Wealth Advisors reported no remaining First Western Financial position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 12,402 First Western Financial shares in Q2 2023, an estimated $209K.
  • CM Wealth Advisors first reported a position in First Western Financial in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's First Western Financial position peaked at $209K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held First Western Financial as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.