LCM
MYFW icon

Legato Capital Management’s First Western Financial MYFW Stock Holding History

Legato Capital 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
2023
Q1 		– Sell
-7,394
Closed -$208K – 519
2022
Q4 		$208K Buy
+7,394
New +$206K 0.04% 451

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
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
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
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
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legato Capital Management's MYFW Position: Q1 2023 in Review

Legato Capital Management sold out of First Western Financial (MYFW) in Q1 2023, closing a stake of 7,394 shares — an estimated $208K sold.

Legato Capital Management first reported a position in MYFW in Q4 2022 and held it in 1 quarter. The position peaked at $208K in Q4 2022. 59 funds tracked by Wall St. Rank hold MYFW as of Q1 2023.

  • Legato Capital Management reported no remaining First Western Financial position as of Q1 2023 after selling out during the quarter.
  • Legato Capital Management sold 7,394 First Western Financial shares in Q1 2023, an estimated $208K.
  • Legato Capital Management first reported a position in First Western Financial in Q4 2022 and held it in 1 quarter.
  • Legato Capital Management's First Western Financial position peaked at $208K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held First Western Financial as of Q1 2023.

Based on Legato Capital Management's 13F filing for Q1 2023, filed 25 May 2023.