Elizabeth Park Capital Advisors’s First Western Financial MYFW Stock Holding History

Elizabeth Park Capital 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	-79,290	Closed	-$1.57M	–	52
2023 Q1	$1.57M	Sell	79,290 -143,219	-64%	-$3.54M	1.01%	47
2022 Q4	$6.26M	Sell	222,509 -11,510	-5%	-$321K	2.8%	6
2022 Q3	$5.77M	Sell	234,019 -24,000	-9%	-$655K	2.64%	9
2022 Q2	$7.02M	Hold	258,019	–	–	3.02%	4
2022 Q1	$8.07M	Hold	258,019	–	–	2.93%	6
2021 Q4	$7.83M	Hold	258,019	–	–	3.01%	8
2021 Q3	$7.44M	Hold	258,019	–	–	2.62%	11
2021 Q2	$6.68M	Sell	258,019 -54,577	-17%	-$1.46M	2.55%	16
2021 Q1	$7.82M	Sell	312,596 -4,316	-1%	-$90.5K	2.6%	19
2020 Q4	$6.2M	Hold	316,912	–	–	2.66%	21
2020 Q3	$4.1M	Buy	316,912 +339	+0.1%	+$4.64K	2.68%	21
2020 Q2	$4.51M	Sell	316,573 -82,516	-21%	-$1.11M	2.86%	14
2020 Q1	$5.64M	Sell	399,089 -69,509	-15%	-$1.14M	4.27%	7
2019 Q4	$7.72M	Buy	468,598 +1,157	+0.2%	+$18.9K	3.02%	17
2019 Q3	$7.99M	Buy	467,441 +758	+0.2%	+$11.1K	3.15%	13
2019 Q2	$6.19M	Buy	466,683 +600	+0.1%	+$7.99K	2.53%	21
2019 Q1	$6.11M	Buy	466,083 +69,190	+17%	+$932K	2.44%	21
2018 Q4	$4.65M	Buy	396,893 +204,180	+106%	+$2.76M	1.9%	24
2018 Q3	$3.37M	Buy	+192,713	New	+$3.42M	0.94%	34

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

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

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 Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

TCM

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

Elizabeth Park Capital Advisors's MYFW Position: Q2 2023 in Review

Elizabeth Park Capital Advisors sold out of First Western Financial (MYFW) in Q2 2023, closing a stake of 79,290 shares — an estimated $1.57M sold.

Elizabeth Park Capital Advisors first reported a position in MYFW in Q3 2018 and held it in 19 quarters. The position peaked at $8.07M in Q1 2022. 59 funds tracked by Wall St. Rank hold MYFW as of Q2 2023.

Elizabeth Park Capital Advisors reported no remaining First Western Financial position as of Q2 2023 after selling out during the quarter.
Elizabeth Park Capital Advisors sold 79,290 First Western Financial shares in Q2 2023, an estimated $1.57M.
Elizabeth Park Capital Advisors first reported a position in First Western Financial in Q3 2018 and held it in 19 quarters.
Elizabeth Park Capital Advisors's First Western Financial position peaked at $8.07M in Q1 2022.
59 funds tracked by Wall St. Rank held First Western Financial as of Q2 2023.

Based on Elizabeth Park Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.