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Sowell Financial Services’s First Western Financial MYFW Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,944
Closed -$52K – 1923
2021
Q1 		$52K Buy
+1,944
New +$40.7K ﹤0.01% 1642

Other funds holding MYFW

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KCM
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FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sowell Financial Services's MYFW Position: Q2 2021 in Review

Sowell Financial Services sold out of First Western Financial (MYFW) in Q2 2021, closing a stake of 1,944 shares — an estimated $52K sold.

Sowell Financial Services first reported a position in MYFW in Q1 2021 and held it in 1 quarter. The position peaked at $52K in Q1 2021. 50 funds tracked by Wall St. Rank hold MYFW as of Q2 2021.

  • Sowell Financial Services reported no remaining First Western Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,944 First Western Financial shares in Q2 2021, an estimated $52K.
  • Sowell Financial Services first reported a position in First Western Financial in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's First Western Financial position peaked at $52K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held First Western Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.