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Weiss Asset Management’s First Western Financial MYFW Stock Holding History

Weiss Asset Management’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
Q2 		– Sell
-9,000
Closed -$281K – 752
2022
Q1 		$281K Buy
+9,000
New +$292K 0.01% 679

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Weiss Asset Management's MYFW Position: Q2 2022 in Review

Weiss Asset Management sold out of First Western Financial (MYFW) in Q2 2022, closing a stake of 9,000 shares — an estimated $281K sold.

Weiss Asset Management first reported a position in MYFW in Q1 2022 and held it in 1 quarter. The position peaked at $281K in Q1 2022. 70 funds tracked by Wall St. Rank hold MYFW as of Q2 2022.

  • Weiss Asset Management reported no remaining First Western Financial position as of Q2 2022 after selling out during the quarter.
  • Weiss Asset Management sold 9,000 First Western Financial shares in Q2 2022, an estimated $281K.
  • Weiss Asset Management first reported a position in First Western Financial in Q1 2022 and held it in 1 quarter.
  • Weiss Asset Management's First Western Financial position peaked at $281K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held First Western Financial as of Q2 2022.

Based on Weiss Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.