Family Management’s First Western Financial MYFW Stock Holding History

Family 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 Q1	–	Sell	-30,515	Closed	-$605K	–	189
2023 Q4	$605K	Buy	+30,515	New	+$515K	0.13%	82
2023 Q3	–	Sell	-33,912	Closed	-$631K	–	169
2023 Q2	$631K	Hold	33,912	–	–	0.14%	71
2023 Q1	$671K	Hold	33,912	–	–	0.15%	67
2022 Q4	$955K	Sell	33,912 -4,424	-12%	-$123K	0.23%	67
2022 Q3	$945K	Sell	38,336 -992	-3%	-$27.1K	0.24%	67
2022 Q2	$1.07M	Hold	39,328	–	–	0.29%	65
2022 Q1	$1.23M	Buy	+39,328	New	+$1.28M	0.34%	57

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Family Management's MYFW Position: Q1 2024 in Review

Family Management sold out of First Western Financial (MYFW) in Q1 2024, closing a stake of 30,515 shares — an estimated $605K sold.

Family Management first reported a position in MYFW in Q1 2022 and held it in 7 quarters. The position peaked at $1.23M in Q1 2022. 57 funds tracked by Wall St. Rank hold MYFW as of Q1 2024.

Family Management reported no remaining First Western Financial position as of Q1 2024 after selling out during the quarter.
Family Management sold 30,515 First Western Financial shares in Q1 2024, an estimated $605K.
Family Management first reported a position in First Western Financial in Q1 2022 and held it in 7 quarters.
Family Management's First Western Financial position peaked at $1.23M in Q1 2022.
57 funds tracked by Wall St. Rank held First Western Financial as of Q1 2024.

Based on Family Management's 13F filing for Q1 2024, filed 15 May 2024.