Geode Capital Management, LLC First Western Financial Inc Transaction History

Geode Capital Management, LLC

$1.21 Trillion
Q3 2024

A detailed history of Geode Capital Management, LLC transactions in First Western Financial Inc stock. As of the latest transaction made, Geode Capital Management, LLC holds 174,570 shares of MYFW stock, worth $3.68 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

174,570

Previous 171,909 1.55%

Holding current value

$3.68 Million

Previous $2.92 Million 19.47%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$15.61 - $20.03 $41,538 - $53,299	2,661 Added 1.55%	174,570 $3.49 Million
Q2 2024 Aug 09, 2024	BUY	$13.52 - $18.34 $112,161 - $152,148	8,296 Added 5.07%	171,909 $2.92 Million
Q1 2024 May 13, 2024	BUY	$13.12 - $19.62 $35,384 - $52,915	2,697 Added 1.68%	163,613 $2.39 Million
Q4 2023 Feb 13, 2024	BUY	$13.18 - $20.96 $177,323 - $281,995	13,454 Added 9.12%	160,916 $3.19 Million
Q3 2023 Nov 13, 2023	BUY	$18.15 - $21.86 $72,745 - $87,614	4,008 Added 2.79%	147,462 $2.68 Million
Q2 2023 Aug 11, 2023	BUY	$14.29 - $19.68 $65,934 - $90,803	4,614 Added 3.32%	143,454 $2.67 Million
Q1 2023 May 15, 2023	BUY	$19.17 - $27.36 $7,131 - $10,177	372 Added 0.27%	138,840 $2.75 Million
Q4 2022 Feb 13, 2023	BUY	$24.52 - $30.53 $254,370 - $316,718	10,374 Added 8.1%	138,468 $3.9 Million
Q3 2022 Nov 14, 2022	BUY	$24.65 - $29.4 $142,649 - $170,137	5,787 Added 4.73%	128,094 $3.16 Million
Q2 2022 Aug 12, 2022	BUY	$27.19 - $33.4 $1.8 Million - $2.21 Million	66,311 Added 118.42%	122,307 $3.33 Million
Q1 2022 May 13, 2022	BUY	$30.9 - $33.45 $46,102 - $49,907	1,492 Added 2.74%	55,996 $1.75 Million
Q3 2021 Nov 12, 2021	BUY	$24.62 - $29.4 $3,052 - $3,645	124 Added 0.23%	54,504 $1.58 Million
Q2 2021 Aug 13, 2021	SELL	$24.55 - $28.97 $568,185 - $670,481	-23,144 Reduced 29.85%	54,380 $1.41 Million
Q1 2021 May 12, 2021	BUY	$18.04 - $29.47 $406,495 - $664,047	22,533 Added 40.98%	77,524 $1.94 Million
Q4 2020 Feb 12, 2021	BUY	$12.5 - $19.94 $26,587 - $42,412	2,127 Added 4.02%	54,991 $1.08 Million
Q3 2020 Nov 13, 2020	BUY	$12.05 - $14.88 $4,856 - $5,996	403 Added 0.77%	52,864 $684,000
Q2 2020 Aug 13, 2020	BUY	$11.91 - $15.48 $474,399 - $616,599	39,832 Added 315.4%	52,461 $747,000
Q4 2019 Feb 13, 2020	BUY	$15.11 - $17.49 $9,217 - $10,668	610 Added 5.08%	12,629 $207,000
Q3 2019 Nov 12, 2019	BUY	$13.11 - $17.29 $157,569 - $207,808	12,019 New	12,019 $205,000

Others Institutions Holding MYFW

# of Institutions

Shares Held

5.59M

Call Options Held

Put Options Held

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About First Western Financial Inc

Ticker MYFW
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,492,010
Market Cap $200M
Description
First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, ...

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Geode Capital Management, LLC First Western Financial Inc Transaction History