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Mesirow Financial Investment Management’s First Western Financial MYFW Stock Holding History

Mesirow Financial Investment 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
Q3 		– Sell
-11,554
Closed -$215K – 89
2023
Q2 		$215K Sell
11,554
-1,718
-13% -$30.1K 0.91% 66
2023
Q1 		$263K Buy
13,272
+413
+3% +$10.2K 1.09% 48
2022
Q4 		$362K Hold
12,859
– – 1.52% 22
2022
Q3 		$317K Hold
12,859
– – 1.51% 27
2022
Q2 		$350K Sell
12,859
-33
-0.3% -$1.03K 1.69% 18
2022
Q1 		$403K Sell
12,892
-5,017
-28% -$163K 1.36% 29
2021
Q4 		$544K Hold
17,909
– – 1.57% 26
2021
Q3 		$517K Buy
+17,909
New +$479K 1.52% 21
2021
Q2 		– Sell
-557
Closed -$14K – 112
2021
Q1 		$14K Buy
557
+238
+75% +$4.99K 0.04% 111
2020
Q4 		$6.24K Buy
+319
New +$5.19K 0.02% 113
2020
Q3 		– Sell
-17,748
Closed -$253K – 75
2020
Q2 		$253K Sell
17,748
-513
-3% -$6.87K 1.19% 53
2020
Q1 		$258K Sell
18,261
-10,918
-37% -$180K 1.63% 24
2019
Q4 		$383K Sell
29,179
-9,631
-25% -$157K 1.62% 31
2019
Q3 		$509K Sell
38,810
-1,952
-5% -$28.5K 2.14% 11
2019
Q2 		$539K Buy
40,762
+4,384
+12% +$58.4K 1.97% 23
2019
Q1 		$477K Buy
36,378
+11,643
+47% +$157K 1.9% 20
2018
Q4 		$290K Buy
24,735
+2,282
+10% +$30.8K 1.87% 25
2018
Q3 		$393K Buy
+22,453
New +$399K 2.03% 18

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
WA
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Mesirow Financial Investment Management's MYFW Position: Q3 2023 in Review

Mesirow Financial Investment Management sold out of First Western Financial (MYFW) in Q3 2023, closing a stake of 11,554 shares — an estimated $215K sold.

Mesirow Financial Investment Management first reported a position in MYFW in Q3 2018 and held it in 18 quarters. The position peaked at $544K in Q4 2021. 58 funds tracked by Wall St. Rank hold MYFW as of Q3 2023.

  • Mesirow Financial Investment Management reported no remaining First Western Financial position as of Q3 2023 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 11,554 First Western Financial shares in Q3 2023, an estimated $215K.
  • Mesirow Financial Investment Management first reported a position in First Western Financial in Q3 2018 and held it in 18 quarters.
  • Mesirow Financial Investment Management's First Western Financial position peaked at $544K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held First Western Financial as of Q3 2023.

Based on Mesirow Financial Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.