First Western Trust Bank Reduced Holdings in Q4 2024

First Western Trust Bank

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-220
- 5.52%
$204.9 - $238.04 $45.1K - $52.4K
3.77K $828K
MMM
3 M CO

Industrials
-94
- 1.77%
$124.74 - $137.12 $11.7K - $12.9K
5.21K $672K
PH
Parker Hannifin Corp

Industrials
-81
- 19.06%
$621.74 - $709.46 $50.4K - $57.5K
344 $218K
VZ
Verizon Communications Inc

Communication Services
-346
- 5.28%
$39.6 - $45.21 $13.7K - $15.6K
6.21K $248K
GIS
General Mills Inc

Consumer Defensive
-2
- 0.05%
$62.78 - $74.62 $126 - $149
3.79K $241K
CAT
Caterpillar Inc

Industrials
-17
- 1.48%
$360.37 - $416.88 $6.13K - $7.09K
1.13K $409K
UPS
United Parcel Service Inc

Industrials
-117
- 6.09%
$122.65 - $138.35 $14.4K - $16.2K
1.8K $227K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-627
- 5.68%
$40.38 - $44.35 $25.3K - $27.8K
10.4K $426K
FISV
Fiserv Inc

Technology
-261
- 0.77%
N/A
33.8K $4.24M
BA
Boeing CO

Industrials
-418
- 24.33%
$138.14 - $180.72 $57.7K - $75.5K
1.3K $230K
IWS
Ishares Russell Midcap Value E

ETFs
-78
- 1.96%
$128.08 - $140.32 $9.99K - $10.9K
3.9K $504K
VV
Vanguard Large Cap ETF

ETFs
-112
- 5.8%
$260.27 - $280.65 $29.2K - $31.4K
1.82K $490K
IWN
Ishares Russell2000 Val ETF

ETFs
-39
- 1.44%
$162.69 - $181.35 $6.34K - $7.07K
2.67K $438K
GLD
Spdr Gold Trust

ETFs
-42
- 4.2%
$236.59 - $257.5 $9.94K - $10.8K
957 $231K
Brookfield Corp
-478
- 11.67%
N/A
3.62K $0
Ge Vernova Inc
-25
- 1.0%
N/A
2.47K $0
T
At&T Inc.

Communication Services
-14
- 0.14%
$21.22 - $23.88 $297 - $334
10K $228K
COST
Costco Wholesale Corp

Consumer Defensive
-389
- 2.99%
$873.59 - $994.69 $340K - $387K
12.6K $11.6M
OKE
Oneok Inc

Energy
-1
- 0.03%
$92.28 - $117.05 $92.3 - $117
3.64K $365K
IVV
Ishares Core S&P 500 ETF

ETFs
-26
- 0.47%
$570.51 - $610.59 $14.8K - $15.9K
5.56K $3.27M
IVW
Ishares S&P 500 Growth ETF

ETFs
-574
- 2.15%
$94.43 - $105.47 $54.2K - $60.5K
26.1K $2.65M
GOOG
Alphabet Inc.

Communication Services
-55
- 0.46%
$163.08 - $198.16 $8.97K - $10.9K
11.9K $2.27M
HON
Honeywell International Inc

Industrials
-654
- 2.75%
$202.84 - $236.0 $133K - $154K
23.2K $5.23M
MAR
Marriott International Inc

Consumer Cyclical
-630
- 3.55%
$246.06 - $292.59 $155K - $184K
17.1K $4.77M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-255
- 1.4%
$370.24 - $418.94 $94.4K - $107K
17.9K $7.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.61K
- 1.4%
$567.81 - $607.81 $916K - $981K
114K $66.6M
V
Visa Inc.

Financial Services
-1.35K
- 3.94%
$273.87 - $320.91 $371K - $435K
33K $10.4M
GOOGL
Alphabet Inc.

Communication Services
-4.03K
- 5.04%
$161.86 - $196.66 $653K - $793K
75.9K $14.4M
JPM
Jpmorgan Chase & CO

Financial Services
-946
- 2.01%
$205.18 - $250.29 $194K - $237K
46K $11M
AAPL
Apple Inc.

Technology
-74
- 0.06%
$221.69 - $259.02 $16.4K - $19.2K
115K $28.9M
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track First Western Trust Bank Portfolio

Follow First Western Trust Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Western Trust Bank, based on Form 13F filings with the SEC.

News

Stay updated on First Western Trust Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email