Riverwater Partners’s First Western Financial MYFW Stock Holding History

Riverwater 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 Q1	–	Sell	-9,332	Closed	-$263K	–	208
2022 Q4	$263K	Hold	9,332	–	–	0.22%	145
2022 Q3	$230K	Sell	9,332 -6,040	-39%	-$165K	0.23%	153
2022 Q2	$418K	Sell	15,372 -2,108	-12%	-$65.7K	0.42%	77
2022 Q1	$546K	Hold	17,480	–	–	0.9%	46
2021 Q4	$531K	Buy	+17,480	New	+$523K	0.47%	68

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

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

TCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverwater Partners's MYFW Position: Q1 2023 in Review

Riverwater Partners sold out of First Western Financial (MYFW) in Q1 2023, closing a stake of 9,332 shares — an estimated $263K sold.

Riverwater Partners first reported a position in MYFW in Q4 2021 and held it in 5 quarters. The position peaked at $546K in Q1 2022. 59 funds tracked by Wall St. Rank hold MYFW as of Q1 2023.

Riverwater Partners reported no remaining First Western Financial position as of Q1 2023 after selling out during the quarter.
Riverwater Partners sold 9,332 First Western Financial shares in Q1 2023, an estimated $263K.
Riverwater Partners first reported a position in First Western Financial in Q4 2021 and held it in 5 quarters.
Riverwater Partners's First Western Financial position peaked at $546K in Q1 2022.
59 funds tracked by Wall St. Rank held First Western Financial as of Q1 2023.

Based on Riverwater Partners's 13F filing for Q1 2023, filed 12 Apr 2023.