First Western Trust Bank Sells in Q3 2024

First Western Trust Bank

  • $2.22 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
-5
- 0.39%
$185.93 - $206.64 $930 - $1.03K
1.27K $261K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-325
- 2.86%
$38.51 - $41.69 $12.5K - $13.5K
11K $460K
CSCO
Cisco Systems, Inc.

Technology
-365
- 5.5%
$44.74 - $53.22 $16.3K - $19.4K
6.27K $333K
GLD
Spdr Gold Trust

ETFs
-15
- 1.48%
$215.56 - $246.98 $3.23K - $3.7K
999 $242K
WMB
Williams Companies, Inc.

Energy
-3
- 0.04%
$41.24 - $46.22 $124 - $139
7.79K $355K
OTIS
Otis Worldwide Corp

Industrials
-5
- 0.13%
$91.43 - $104.43 $457 - $522
3.77K $391K
ABBV
Abb Vie Inc.

Healthcare
-616
- 10.55%
$163.84 - $199.33 $101K - $123K
5.22K $1.03M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.35K
- 10.23%
$531.86 - $624.21 $720K - $845K
11.9K $7.34M
OKE
Oneok Inc

Energy
-2
- 0.05%
$78.62 - $95.27 $157 - $191
3.64K $331K
IVE
Ishares S&P 500 Value ETF

ETFs
-108
- 2.86%
$181.06 - $197.17 $19.6K - $21.3K
3.66K $722K
UNP
Union Pacific Corp

Industrials
-9
- 0.44%
$221.78 - $256.09 $2K - $2.3K
2.06K $506K
IWS
Ishares Russell Midcap Value E

ETFs
-29
- 0.72%
$119.52 - $132.25 $3.47K - $3.84K
3.98K $526K
ETN
Eaton Corp PLC

Industrials
-26
- 0.89%
$272.52 - $333.02 $7.09K - $8.66K
2.88K $954K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.05K
- 6.3%
$59.25 - $65.33 $240K - $265K
60.3K $3.91M
CL
Colgate Palmolive CO

Consumer Defensive
-27
- 0.36%
$95.54 - $108.77 $2.58K - $2.94K
7.43K $771K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.74K
- 11.73%
$27.14 - $35.2 $47.3K - $61.4K
13.1K $459K
IVW
Ishares S&P 500 Growth ETF

ETFs
-311
- 1.15%
$84.77 - $97.13 $26.4K - $30.2K
26.7K $2.56M
ADP
Automatic Data Processing Inc

Industrials
-197
- 6.71%
$233.44 - $279.45 $46K - $55.1K
2.74K $758K
UNH
Unitedhealth Group Inc

Healthcare
-47
- 3.54%
$488.01 - $604.18 $22.9K - $28.4K
1.28K $749K
PEP
Pepsico Inc

Consumer Defensive
-66
- 0.37%
$161.9 - $179.3 $10.7K - $11.8K
17.8K $3.02M
DHR
Danaher Corp

Healthcare
-2.51K
- 9.08%
$239.25 - $280.76 $600K - $704K
25.1K $6.98M
SBUX
Starbucks Corp

Consumer Cyclical
-5
- 0.12%
$72.51 - $98.6 $363 - $493
4.24K $413K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12K
- 5.44%
$57.32 - $62.65 $689K - $753K
209K $13M
MA
Mastercard Inc

Financial Services
-40
- 1.81%
$429.6 - $500.99 $17.2K - $20K
2.17K $1.07M
SPGI
S&P Global Inc.

Financial Services
-1.27K
- 11.86%
$446.32 - $527.38 $565K - $668K
9.41K $4.86M
META
Meta Platforms, Inc.

Communication Services
-2
- 0.13%
$453.41 - $572.44 $907 - $1.14K
1.49K $850K
AXP
American Express CO

Financial Services
-114
- 2.91%
$225.92 - $271.17 $25.8K - $30.9K
3.81K $1.03M
PM
Philip Morris International Inc.

Consumer Defensive
-13
- 0.19%
$101.25 - $127.45 $1.32K - $1.66K
6.9K $837K
PGR
Progressive Corp

Financial Services
-662
- 9.53%
$209.46 - $259.24 $139K - $172K
6.29K $1.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
-345
- 2.37%
$173.36 - $189.8 $59.8K - $65.5K
14.2K $2.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.6K
- 4.73%
$105.53 - $118.34 $169K - $189K
32.2K $3.77M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-144
- 0.33%
$47.99 - $54.43 $6.91K - $7.84K
43.8K $2.37M
RTX
Raytheon Technologies Corp

Industrials
-43
- 0.5%
$99.55 - $123.34 $4.28K - $5.3K
8.62K $1.04M
MMM
3 M CO

Industrials
-30
- 0.56%
$99.69 - $139.42 $2.99K - $4.18K
5.3K $724K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.84K
- 3.41%
$75.32 - $84.37 $214K - $240K
80.4K $6.73M
AMT
American Tower Corp

Real Estate
-2.76K
- 12.34%
$192.27 - $242.73 $530K - $669K
19.6K $4.55M
GE
General Electric CO

Industrials
-437
- 4.35%
$156.66 - $189.66 $68.5K - $82.9K
9.6K $1.81M
KO
Coca Cola CO

Consumer Defensive
-1.16K
- 3.07%
$62.69 - $73.01 $72.7K - $84.6K
36.6K $2.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-64
- 1.32%
$405.19 - $478.57 $25.9K - $30.6K
4.78K $2.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.48K
- 8.97%
$136.93 - $162.81 $340K - $404K
25.2K $4.04M
WMT
Walmart Inc.

Consumer Defensive
-71
- 0.32%
$66.91 - $81.4 $4.75K - $5.78K
21.8K $1.76M
NEE
Nextera Energy Inc

Utilities
-4.95K
- 9.58%
$69.9 - $84.97 $346K - $421K
46.7K $3.95M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.74K
- 10.2%
$57.22 - $80.08 $157K - $219K
24.1K $1.88M
BLK
Black Rock Inc.

Financial Services
-445
- 8.83%
$782.27 - $949.51 $348K - $423K
4.59K $4.36M
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.09K
- 1.61%
$81.17 - $90.77 $88.2K - $98.7K
66.4K $5.94M
HD
Home Depot, Inc.

Consumer Cyclical
-2.62K
- 10.5%
$333.64 - $405.2 $875K - $1.06M
22.4K $9.06M
GILD
Gilead Sciences, Inc.

Healthcare
-5.01K
- 8.34%
$66.59 - $83.99 $334K - $421K
55.1K $4.62M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.28K
- 10.06%
$245.82 - $304.51 $806K - $998K
29.3K $8.93M
ORCL
Oracle Corp

Technology
-9.43K
- 10.01%
$125.9 - $170.35 $1.19M - $1.61M
84.8K $14.4M
Activity Summary
Buys All Purchases 52 New Holdings 14 Increased Positions 38 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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