O'Shaughnessy Asset Management’s First Western Financial MYFW Stock Holding History

O'Shaughnessy Asset 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
2021 Q4	–	Sell	-4,753	Closed	-$137K	–	2014
2021 Q3	$137K	Sell	4,753 -2,434	-34%	-$65.1K	﹤0.01%	1223
2021 Q2	$186K	Buy	7,187 +614	+9%	+$16.4K	﹤0.01%	1065
2021 Q1	$164K	Sell	6,573 -2,938	-31%	-$61.6K	﹤0.01%	1005
2020 Q4	$186K	Buy	9,511 +6,792	+250%	+$110K	0.01%	848
2020 Q3	$35K	Buy	+2,719	New	+$37.2K	﹤0.01%	1156

Other funds holding MYFW

BFC

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 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

EPCA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

O'Shaughnessy Asset Management's MYFW Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of First Western Financial (MYFW) in Q4 2021, closing a stake of 4,753 shares — an estimated $137K sold.

O'Shaughnessy Asset Management first reported a position in MYFW in Q3 2020 and held it in 5 quarters. The position peaked at $186K in Q2 2021. 53 funds tracked by Wall St. Rank hold MYFW as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining First Western Financial position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 4,753 First Western Financial shares in Q4 2021, an estimated $137K.
O'Shaughnessy Asset Management first reported a position in First Western Financial in Q3 2020 and held it in 5 quarters.
O'Shaughnessy Asset Management's First Western Financial position peaked at $186K in Q2 2021.
53 funds tracked by Wall St. Rank held First Western Financial as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.