Investing Insights: First Western Capital Management Q2 vs. Q3 2020 Holdings Comparison

First Western Capital Management has recently released its 13F holdings for Q2 and Q3 of 2020. The report indicates holdings in various companies across different sectors with a significant change in some of the holdings.

This blog post will provide insights into the changes in holdings for First Western Capital Management between Q2 and Q3 2020.

Introduction

First Western Capital Management Co is a popular investment management company that helps individuals and institutions create, manage, and maintain their investment portfolios. The company's investment team has been known to deliver consistent investment returns by investing in high-quality businesses across different industries.

To help achieve this objective, the company released its Q2 and Q3 2020 holdings, which are essential for investors looking to invest in the same or related sectors.

Holdings Comparison

The report's summary shows the change in the number of shares held and the percentage change in value for different companies. Below are some of the companies with significant changes between Q2 and Q3 of 2020.

1. Home Depot Inc Com

First Western Capital Management held 1605 shares of Home Depot in Q2 and 1596 shares in Q3. There was an increase in the value, which rose from 402$ to 443$.

2. Cisco Sys Inc Com

In Q2, First Western Capital Management held 4516 shares of Cisco Sys Inc Com, but in Q3, the company divested all its shares. This means that First Western Capital Management no longer holds any shares in the company.

3. Abbvie Inc Com

First Western Capital Management held 2694 shares of Abbvie Inc Com in Q2 and Q3 of 2020. However, there was a decrease in value from 265$ to 236$, representing a 10.9% decrease.

4. Qualcomm Inc Com

First Western Capital Management held no shares in Qualcomm Inc Com during Q2, but by Q3, the company acquired 2153 shares. This represents a new investment and an increase in the value of 253$.

5. Energy Transfer, L.P.

First Western Capital Management held 11424 shares of Energy Transfer, L.P in Q2, but devested all shares in Q3. There was a decrease in value, which fell from 81$ to 62$.

Conclusion

Investing in the stock market requires careful analysis of different company stocks and market trends. First Western Capital Management's released 13F holdings report for Q2 and Q3 of 2020 provides essential insights to investors regarding the company's investment portfolio.

From the report summary above, we can see that First Western Capital Management is still invested in high-quality companies across various sectors. Investors need to keep an eye on the holdings report and other market trends to make informed investment decisions moving forward.