Invesco
MYFW icon

Invesco’s First Western Financial MYFW Stock Holding History

Invesco’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
Q3 		– Sell
-18,204
Closed -$309K – 3834
2024
Q2 		$309K Sell
18,204
-3,773
-17% -$61.9K ﹤0.01% 3490
2024
Q1 		$320K Buy
+21,977
New +$346K ﹤0.01% 3504
2023
Q1 		– Sell
-18,218
Closed -$513K – 3951
2022
Q4 		$513K Buy
+18,218
New +$508K ﹤0.01% 3251
2022
Q3 		– Sell
-8,859
Closed -$241K – 4026
2022
Q2 		$241K Buy
+8,859
New +$276K ﹤0.01% 3650

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco's MYFW Position: Q3 2024 in Review

Invesco sold out of First Western Financial (MYFW) in Q3 2024, closing a stake of 18,204 shares — an estimated $309K sold.

Invesco first reported a position in MYFW in Q2 2022 and held it in 4 quarters. The position peaked at $513K in Q4 2022. 71 funds tracked by Wall St. Rank hold MYFW as of Q3 2024.

  • Invesco reported no remaining First Western Financial position as of Q3 2024 after selling out during the quarter.
  • Invesco sold 18,204 First Western Financial shares in Q3 2024, an estimated $309K.
  • Invesco first reported a position in First Western Financial in Q2 2022 and held it in 4 quarters.
  • Invesco's First Western Financial position peaked at $513K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held First Western Financial as of Q3 2024.

Based on Invesco's 13F filing for Q3 2024, filed 12 Nov 2024.