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Cresset Asset Management’s First Western Financial MYFW Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-45,316
Closed -$906K – 2051
2024
Q3 		$906K Hold
45,316
– – ﹤0.01% 1207
2024
Q2 		$770K Hold
45,316
– – ﹤0.01% 1216
2024
Q1 		$661K Buy
+45,316
New +$714K ﹤0.01% 1194

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

Cresset Asset Management's MYFW Position: Q4 2024 in Review

Cresset Asset Management sold out of First Western Financial (MYFW) in Q4 2024, closing a stake of 45,316 shares — an estimated $906K sold.

Cresset Asset Management first reported a position in MYFW in Q1 2024 and held it in 3 quarters. The position peaked at $906K in Q3 2024. 67 funds tracked by Wall St. Rank hold MYFW as of Q4 2024.

  • Cresset Asset Management reported no remaining First Western Financial position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 45,316 First Western Financial shares in Q4 2024, an estimated $906K.
  • Cresset Asset Management first reported a position in First Western Financial in Q1 2024 and held it in 3 quarters.
  • Cresset Asset Management's First Western Financial position peaked at $906K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held First Western Financial as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.