Janiczek Wealth Management’s First Western Financial MYFW Stock Holding History

Janiczek Wealth 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
2019 Q4	–	Sell	-4,673	Closed	-$80K	–	164
2019 Q3	$80K	Hold	4,673	–	–	0.04%	57
2019 Q2	$62K	Hold	4,673	–	–	0.03%	64
2019 Q1	$61K	Buy	+4,673	New	+$63K	0.03%	71
2018 Q4	–	Sell	-4,673	Closed	-$82K	–	173
2018 Q3	$82K	Buy	+4,673	New	+$83K	0.04%	57

Other funds holding MYFW

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 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

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

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Janiczek Wealth Management's MYFW Position: Q4 2019 in Review

Janiczek Wealth Management sold out of First Western Financial (MYFW) in Q4 2019, closing a stake of 4,673 shares — an estimated $80K sold.

Janiczek Wealth Management first reported a position in MYFW in Q3 2018 and held it in 4 quarters. The position peaked at $82K in Q3 2018. 31 funds tracked by Wall St. Rank hold MYFW as of Q4 2019.

Janiczek Wealth Management reported no remaining First Western Financial position as of Q4 2019 after selling out during the quarter.
Janiczek Wealth Management sold 4,673 First Western Financial shares in Q4 2019, an estimated $80K.
Janiczek Wealth Management first reported a position in First Western Financial in Q3 2018 and held it in 4 quarters.
Janiczek Wealth Management's First Western Financial position peaked at $82K in Q3 2018.
31 funds tracked by Wall St. Rank held First Western Financial as of Q4 2019.

Based on Janiczek Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.