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Simplicity Solutions’s First Western Financial MYFW Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-11,810
Closed -$341K – 560
2021
Q3 		$341K Buy
+11,810
New +$316K 0.05% 380

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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Vanguard Group
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Simplicity Solutions's MYFW Position: Q4 2021 in Review

Simplicity Solutions sold out of First Western Financial (MYFW) in Q4 2021, closing a stake of 11,810 shares — an estimated $341K sold.

Simplicity Solutions first reported a position in MYFW in Q3 2021 and held it in 1 quarter. The position peaked at $341K in Q3 2021. 53 funds tracked by Wall St. Rank hold MYFW as of Q4 2021.

  • Simplicity Solutions reported no remaining First Western Financial position as of Q4 2021 after selling out during the quarter.
  • Simplicity Solutions sold 11,810 First Western Financial shares in Q4 2021, an estimated $341K.
  • Simplicity Solutions first reported a position in First Western Financial in Q3 2021 and held it in 1 quarter.
  • Simplicity Solutions's First Western Financial position peaked at $341K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held First Western Financial as of Q4 2021.

Based on Simplicity Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.