First Western Trust Bank Portfolio Holdings
First Western Trust Bank
- $2.22 Billion
- Q3 2024
First Western Trust Bank has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.22 Billion distributed in 279 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $1.26B, Vanguard Index Fds S&P 500 ETF with a value of $163M, Ishares Russell Mid Cap ETF with a value of $101M, Spdr S&P 500 ETF Trust with a value of $66.1M, and Ishares Russell 2000 ETF with a value of $54M.
Examining the 13F form we can see an increase of $121M in the current position value, from $2.1B to 2.22B.
First Western Trust Bank is based out at Denver, CO
Below you can find more details about First Western Trust Bank portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 279
- Current Value $2.22 Billion
- Prior Value $2.1 Billion
- Filing
- Period Q3 2024
- Filing Date November 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 14 stocks
- Additional Purchases 38 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks