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Arkadios Wealth Advisors’s West Bancorporation WTBA Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-1,550
Closed -$46K – 1792
2021
Q3 		$46K Buy
+1,550
New +$45.5K 0.01% 903

Other funds holding WTBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Arkadios Wealth Advisors's WTBA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of West Bancorporation (WTBA) in Q4 2021, closing a stake of 1,550 shares — an estimated $46K sold.

Arkadios Wealth Advisors first reported a position in WTBA in Q3 2021 and held it in 1 quarter. The position peaked at $46K in Q3 2021. 79 funds tracked by Wall St. Rank hold WTBA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining West Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,550 West Bancorporation shares in Q4 2021, an estimated $46K.
  • Arkadios Wealth Advisors first reported a position in West Bancorporation in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's West Bancorporation position peaked at $46K in Q3 2021.
  • 79 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.