Sargent Bickham Lagudis’s First Western Financial MYFW Stock Holding History

Sargent Bickham Lagudis’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	$392K	Hold	13,924	–	–	0.03%	207
2022 Q3	$343K	Hold	13,924	–	–	0.03%	200
2022 Q2	$379K	Hold	13,924	–	–	0.03%	202
2022 Q1	$435K	Buy	+13,924	New	+$452K	0.03%	191

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

Sargent Bickham Lagudis's MYFW Position: Q4 2022 in Review

Sargent Bickham Lagudis held its First Western Financial (MYFW) position steady in Q4 2022 at 13,924 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #207.

Sargent Bickham Lagudis first reported a position in MYFW in Q1 2022 and has held it in 4 quarters since. The position peaked at $435K in Q1 2022. 62 funds tracked by Wall St. Rank hold MYFW as of Q4 2022.

Sargent Bickham Lagudis held 13,924 shares of First Western Financial worth $392K as of Q4 2022.
Sargent Bickham Lagudis left its First Western Financial share count unchanged in Q4 2022.
First Western Financial made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #207 holding.
Sargent Bickham Lagudis first reported a position in First Western Financial in Q1 2022 and has held it in 4 quarters since.
Sargent Bickham Lagudis's First Western Financial position peaked at $435K in Q1 2022.
62 funds tracked by Wall St. Rank held First Western Financial as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.