O'Shaughnessy Asset Management, LLC First Western Financial Inc Transaction History

O'Shaughnessy Asset Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$28.06 - $31.82 $133,369 - $151,240	-4,753 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$24.62 - $29.4 $59,925 - $71,559	-2,434 Reduced 33.87%	4,753 $137,000
Q2 2021 Aug 09, 2021	BUY	$24.55 - $28.97 $15,073 - $17,787	614 Added 9.34%	7,187 $186,000
Q1 2021 May 14, 2021	SELL	$18.04 - $29.47 $53,001 - $86,582	-2,938 Reduced 30.89%	6,573 $164,000
Q4 2020 Feb 11, 2021	BUY	$12.5 - $19.94 $84,900 - $135,432	6,792 Added 249.8%	9,511 $186,000
Q3 2020 Nov 12, 2020	BUY	$12.05 - $14.88 $32,763 - $40,458	2,719 New	2,719 $35,000

5.58M

Ticker MYFW
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,492,010
Market Cap $194M
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, ...

Get notified when there are updates to the investment portfolio of O'Shaughnessy Asset Management, LLC, based on Form 13F filings with the SEC.

Stay updated on O'Shaughnessy Asset Management, LLC with notifications on news.