Obermeyer Wealth Partners’s First Western Financial MYFW Stock Holding History

Obermeyer Wealth Partners’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 Q4	–	Sell	-35,180	Closed	-$639K	–	223
2023 Q3	$639K	Hold	35,180	–	–	0.05%	96
2023 Q2	$654K	Hold	35,180	–	–	0.05%	99
2023 Q1	$697K	Sell	35,180 -7,255	-17%	-$179K	0.05%	93
2022 Q4	$1.19M	Sell	42,435 -10,387	-20%	-$290K	0.09%	64
2022 Q3	$1.3M	Hold	52,822	–	–	0.11%	60
2022 Q2	$1.44M	Sell	52,822 -42,000	-44%	-$1.31M	0.11%	60
2022 Q1	$2.96M	Sell	94,822 -8,161	-8%	-$265K	0.18%	44
2021 Q4	$3.13M	Sell	102,983 -6,579	-6%	-$197K	0.17%	43
2021 Q3	$3.16M	Buy	109,562 +17,011	+18%	+$455K	0.18%	45
2021 Q2	$2.4M	Hold	92,551	–	–	0.13%	52
2021 Q1	$2.31M	Hold	92,551	–	–	0.14%	52
2020 Q4	$1.81M	Buy	92,551 +36,522	+65%	+$594K	0.12%	47
2020 Q3	$726K	Hold	56,029	–	–	0.05%	65
2020 Q2	$798K	Hold	56,029	–	–	0.07%	55
2020 Q1	$792K	Sell	56,029 -14,615	-21%	-$241K	0.08%	52
2019 Q4	$1.16M	Hold	70,644	–	–	0.1%	55
2019 Q3	$1.21M	Buy	70,644 +5,638	+9%	+$82.3K	0.11%	53
2019 Q2	$862K	Buy	+65,006	New	+$865K	0.08%	56

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

FCM

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

Obermeyer Wealth Partners's MYFW Position: Q4 2023 in Review

Obermeyer Wealth Partners sold out of First Western Financial (MYFW) in Q4 2023, closing a stake of 35,180 shares — an estimated $639K sold.

Obermeyer Wealth Partners first reported a position in MYFW in Q2 2019 and held it in 18 quarters. The position peaked at $3.16M in Q3 2021. 60 funds tracked by Wall St. Rank hold MYFW as of Q4 2023.

Obermeyer Wealth Partners reported no remaining First Western Financial position as of Q4 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 35,180 First Western Financial shares in Q4 2023, an estimated $639K.
Obermeyer Wealth Partners first reported a position in First Western Financial in Q2 2019 and held it in 18 quarters.
Obermeyer Wealth Partners's First Western Financial position peaked at $3.16M in Q3 2021.
60 funds tracked by Wall St. Rank held First Western Financial as of Q4 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2023, filed 31 Jan 2024.