Ohio Public Employees Retirement System (OPERS)’s First Western Financial MYFW Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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
2022 Q4	–	Sell	-2,000	Closed	-$49K	–	1981
2022 Q3	$49K	Buy	+2,000	New	+$54.6K	﹤0.01%	1852
2022 Q1	–	Sell	-199	Closed	-$6K	–	2038
2021 Q4	$6K	Hold	199	–	–	﹤0.01%	1964
2021 Q3	$6K	Hold	199	–	–	﹤0.01%	1984
2021 Q2	$5K	Buy	+199	New	+$5.31K	﹤0.01%	1976

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s MYFW Position: Q4 2022 in Review

Ohio Public Employees Retirement System (OPERS) sold out of First Western Financial (MYFW) in Q4 2022, closing a stake of 2,000 shares — an estimated $49K sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in MYFW in Q2 2021 and held it in 4 quarters. The position peaked at $49K in Q3 2022. 62 funds tracked by Wall St. Rank hold MYFW as of Q4 2022.

Ohio Public Employees Retirement System (OPERS) reported no remaining First Western Financial position as of Q4 2022 after selling out during the quarter.
Ohio Public Employees Retirement System (OPERS) sold 2,000 First Western Financial shares in Q4 2022, an estimated $49K.
Ohio Public Employees Retirement System (OPERS) first reported a position in First Western Financial in Q2 2021 and held it in 4 quarters.
Ohio Public Employees Retirement System (OPERS)'s First Western Financial position peaked at $49K in Q3 2022.
62 funds tracked by Wall St. Rank held First Western Financial as of Q4 2022.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q4 2022, filed 15 Feb 2023.