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AE Wealth Management’s West Bancorporation WTBA Stock Holding History

AE Wealth Management’s Portfolio WTBA Stock Details WTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,950
Closed -$791K – 2012
2022
Q4 		$791K Buy
30,950
+2,613
+9% +$60.1K 0.01% 1089
2022
Q3 		$590K Buy
+28,337
New +$683K ﹤0.01% 1163

Other funds holding WTBA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WB
West Bancorporation West Des Moines, Iowa $200M AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AE Wealth Management's WTBA Position: Q1 2023 in Review

AE Wealth Management sold out of West Bancorporation (WTBA) in Q1 2023, closing a stake of 30,950 shares — an estimated $791K sold.

AE Wealth Management first reported a position in WTBA in Q3 2022 and held it in 2 quarters. The position peaked at $791K in Q4 2022. 71 funds tracked by Wall St. Rank hold WTBA as of Q1 2023.

  • AE Wealth Management reported no remaining West Bancorporation position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 30,950 West Bancorporation shares in Q1 2023, an estimated $791K.
  • AE Wealth Management first reported a position in West Bancorporation in Q3 2022 and held it in 2 quarters.
  • AE Wealth Management's West Bancorporation position peaked at $791K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held West Bancorporation as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.