Segall Bryant & Hamill’s First Western Financial MYFW Stock Holding History

Segall Bryant & Hamill’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 Q4	–	Sell	-11,644	Closed	-$211K	–	423
2023 Q3	$211K	Hold	11,644	–	–	﹤0.01%	504
2023 Q2	$217K	Hold	11,644	–	–	﹤0.01%	672
2023 Q1	$230K	Hold	11,644	–	–	﹤0.01%	681
2022 Q4	$327K	Hold	11,644	–	–	﹤0.01%	636
2022 Q3	$287K	Hold	11,644	–	–	﹤0.01%	665
2022 Q2	$317K	Hold	11,644	–	–	﹤0.01%	656
2022 Q1	$364K	Hold	11,644	–	–	﹤0.01%	647
2021 Q4	$354K	Hold	11,644	–	–	﹤0.01%	537
2021 Q3	$336K	Hold	11,644	–	–	﹤0.01%	678
2021 Q2	$301K	Hold	11,644	–	–	﹤0.01%	688
2021 Q1	$291K	Hold	11,644	–	–	﹤0.01%	730
2020 Q4	$228K	Hold	11,644	–	–	﹤0.01%	693
2020 Q3	$151K	Hold	11,644	–	–	﹤0.01%	686
2020 Q2	$166K	Hold	11,644	–	–	﹤0.01%	757
2020 Q1	$165K	Hold	11,644	–	–	﹤0.01%	749
2019 Q4	$192K	Hold	11,644	–	–	﹤0.01%	795
2019 Q3	$199K	Hold	11,644	–	–	﹤0.01%	798
2019 Q2	$154K	Hold	11,644	–	–	﹤0.01%	793
2019 Q1	$153K	Hold	11,644	–	–	﹤0.01%	803
2018 Q4	$136K	Buy	+11,644	New	+$157K	﹤0.01%	796

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Segall Bryant & Hamill's MYFW Position: Q4 2023 in Review

Segall Bryant & Hamill sold out of First Western Financial (MYFW) in Q4 2023, closing a stake of 11,644 shares — an estimated $211K sold.

Segall Bryant & Hamill first reported a position in MYFW in Q4 2018 and held it in 20 quarters. The position peaked at $364K in Q1 2022. 60 funds tracked by Wall St. Rank hold MYFW as of Q4 2023.

Segall Bryant & Hamill reported no remaining First Western Financial position as of Q4 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 11,644 First Western Financial shares in Q4 2023, an estimated $211K.
Segall Bryant & Hamill first reported a position in First Western Financial in Q4 2018 and held it in 20 quarters.
Segall Bryant & Hamill's First Western Financial position peaked at $364K in Q1 2022.
60 funds tracked by Wall St. Rank held First Western Financial as of Q4 2023.

Based on Segall Bryant & Hamill's 13F filing for Q4 2023, filed 14 Feb 2024.