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Ergoteles’s First Western Financial MYFW Stock Holding History

Ergoteles’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
2021
Q4 		– Sell
-16,362
Closed -$474K – 1471
2021
Q3 		$474K Buy
16,362
+362
+2% +$9.68K 0.02% 607
2021
Q2 		$414K Buy
+16,000
New +$427K 0.01% 898

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
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
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Ergoteles's MYFW Position: Q4 2021 in Review

Ergoteles sold out of First Western Financial (MYFW) in Q4 2021, closing a stake of 16,362 shares — an estimated $474K sold.

Ergoteles first reported a position in MYFW in Q2 2021 and held it in 2 quarters. The position peaked at $474K in Q3 2021. 53 funds tracked by Wall St. Rank hold MYFW as of Q4 2021.

  • Ergoteles reported no remaining First Western Financial position as of Q4 2021 after selling out during the quarter.
  • Ergoteles sold 16,362 First Western Financial shares in Q4 2021, an estimated $474K.
  • Ergoteles first reported a position in First Western Financial in Q2 2021 and held it in 2 quarters.
  • Ergoteles's First Western Financial position peaked at $474K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held First Western Financial as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.