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Avior Wealth Management’s West Bancorporation WTBA Stock Holding History

Avior 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
2024
Q2 		– Sell
-2
Closed -$35 – 3746
2024
Q1 		$35 Buy
+2
New +$37 ﹤0.01% 3577

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 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

Avior Wealth Management's WTBA Position: Q2 2024 in Review

Avior Wealth Management sold out of West Bancorporation (WTBA) in Q2 2024, closing a stake of 2 shares — an estimated $35 sold.

Avior Wealth Management first reported a position in WTBA in Q1 2024 and held it in 1 quarter. The position peaked at $35 in Q1 2024. 77 funds tracked by Wall St. Rank hold WTBA as of Q2 2024.

  • Avior Wealth Management reported no remaining West Bancorporation position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 West Bancorporation shares in Q2 2024, an estimated $35.
  • Avior Wealth Management first reported a position in West Bancorporation in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's West Bancorporation position peaked at $35 in Q1 2024.
  • 77 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.