Panagora Asset Management’s First Western Financial MYFW Stock Holding History

Panagora 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 Q3	–	Sell	-41	Closed	-$1K	–	2129
2021 Q2	$1K	Sell	41 -33,975	-100%	-$907K	﹤0.01%	2700
2021 Q1	$851K	Buy	34,016 +2,117	+7%	+$44.4K	﹤0.01%	1086
2020 Q4	$624K	Buy	31,899 +361	+1%	+$5.87K	﹤0.01%	1148
2020 Q3	$408K	Buy	31,538 +31,443	+33,098%	+$430K	﹤0.01%	1252
2020 Q2	$1K	Buy	+95	New	+$1.27K	﹤0.01%	2517
2019 Q3	–	Sell	-7	Closed	–	–	2569
2019 Q2	$0	Buy	+7	New	+$93	﹤0.01%	2656
2019 Q1	–	Sell	-2,983	Closed	-$35K	–	2545
2018 Q4	$35K	Buy	2,983 +2,178	+271%	+$29.4K	﹤0.01%	2066
2018 Q3	$14K	Buy	+805	New	+$14.3K	﹤0.01%	2269

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

KCM

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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 $2.44B AUM 24.34% 1-Year Est. Return

Panagora Asset Management's MYFW Position: Q3 2021 in Review

Panagora Asset Management sold out of First Western Financial (MYFW) in Q3 2021, closing a stake of 41 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in MYFW in Q3 2018 and held it in 8 quarters. The position peaked at $851K in Q1 2021. 48 funds tracked by Wall St. Rank hold MYFW as of Q3 2021.

Panagora Asset Management reported no remaining First Western Financial position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 41 First Western Financial shares in Q3 2021, an estimated $1K.
Panagora Asset Management first reported a position in First Western Financial in Q3 2018 and held it in 8 quarters.
Panagora Asset Management's First Western Financial position peaked at $851K in Q1 2021.
48 funds tracked by Wall St. Rank held First Western Financial as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.