Raymond James & Associates’s First Western Financial MYFW Stock Holding History

Raymond James & Associates’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
2024 Q3	$500K	Hold	25,000	–	–	﹤0.01%	3113
2024 Q2	$425K	Hold	25,000	–	–	﹤0.01%	3167
2024 Q1	$365K	Hold	25,000	–	–	﹤0.01%	3268
2023 Q4	$496K	Hold	25,000	–	–	﹤0.01%	2962
2023 Q3	$454K	Hold	25,000	–	–	﹤0.01%	2960
2023 Q2	$465K	Hold	25,000	–	–	﹤0.01%	2988
2023 Q1	$495K	Hold	25,000	–	–	﹤0.01%	2926
2022 Q4	$704K	Hold	25,000	–	–	﹤0.01%	2649
2022 Q3	$616K	Sell	25,000 -857	-3%	-$23.4K	﹤0.01%	2720
2022 Q2	$703K	Buy	25,857 +857	+3%	+$26.7K	﹤0.01%	2686
2022 Q1	$782K	Hold	25,000	–	–	﹤0.01%	2763
2021 Q4	$759K	Hold	25,000	–	–	﹤0.01%	2802
2021 Q3	$721K	Hold	25,000	–	–	﹤0.01%	2796
2021 Q2	$647K	Hold	25,000	–	–	﹤0.01%	2900
2021 Q1	$625K	Hold	25,000	–	–	﹤0.01%	2853
2020 Q4	$489K	Hold	25,000	–	–	﹤0.01%	2820
2020 Q3	$324K	Sell	25,000 -230	-0.9%	-$3.15K	﹤0.01%	2906
2020 Q2	$360K	Hold	25,230	–	–	﹤0.01%	2815
2020 Q1	$357K	Buy	25,230 +230	+0.9%	+$3.79K	﹤0.01%	2662
2019 Q4	$412K	Hold	25,000	–	–	﹤0.01%	2872
2019 Q3	$427K	Hold	25,000	–	–	﹤0.01%	2761
2019 Q2	$332K	Hold	25,000	–	–	﹤0.01%	2945
2019 Q1	$328K	Hold	25,000	–	–	﹤0.01%	2932
2018 Q4	$293K	Hold	25,000	–	–	﹤0.01%	2879
2018 Q3	$437K	Buy	+25,000	New	+$444K	﹤0.01%	2796

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James & Associates's MYFW Position: Q3 2024 in Review

Raymond James & Associates held its First Western Financial (MYFW) position steady in Q3 2024 at 25,000 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #3113.

Raymond James & Associates first reported a position in MYFW in Q3 2018 and has held it in 25 quarters since. The position peaked at $782K in Q1 2022. 71 funds tracked by Wall St. Rank hold MYFW as of Q3 2024.

Raymond James & Associates held 25,000 shares of First Western Financial worth $500K as of Q3 2024.
Raymond James & Associates left its First Western Financial share count unchanged in Q3 2024.
First Western Financial made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3113 holding.
Raymond James & Associates first reported a position in First Western Financial in Q3 2018 and has held it in 25 quarters since.
Raymond James & Associates's First Western Financial position peaked at $782K in Q1 2022.
71 funds tracked by Wall St. Rank held First Western Financial as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.