Baird Financial Group
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Baird Financial Group’s West Bancorporation WTBA Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-23,560
Closed -$499K – 1814
2023
Q4 		$499K Sell
23,560
-101
-0.4% -$1.8K ﹤0.01% 1354
2023
Q3 		$386K Sell
23,661
-1,095
-4% -$20.2K ﹤0.01% 1430
2023
Q2 		$456K Buy
24,756
+5,280
+27% +$92.1K ﹤0.01% 1378
2023
Q1 		$356K Buy
19,476
+35
+0.2% +$744 ﹤0.01% 1435
2022
Q4 		$497K Sell
19,441
-193
-1% -$4.44K ﹤0.01% 1299
2022
Q3 		$409K Sell
19,634
-169
-0.9% -$4.08K ﹤0.01% 1354
2022
Q2 		$482K Sell
19,803
-1,051
-5% -$26.2K ﹤0.01% 1357
2022
Q1 		$567K Sell
20,854
-275
-1% -$8.13K ﹤0.01% 1358
2021
Q4 		$656K Sell
21,129
-1,286
-6% -$40.6K ﹤0.01% 1366
2021
Q3 		$673K Buy
22,415
+954
+4% +$28K ﹤0.01% 1364
2021
Q2 		$596K Buy
21,461
+229
+1% +$6.13K ﹤0.01% 1352
2021
Q1 		$511K Buy
21,232
+3,385
+19% +$77K ﹤0.01% 1350
2020
Q4 		$344K Buy
17,847
+4,817
+37% +$89.6K ﹤0.01% 1330
2020
Q3 		$206K Buy
13,030
+2,974
+30% +$50.3K ﹤0.01% 1403
2020
Q2 		$176K Buy
+10,056
New +$174K ﹤0.01% 1442

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

Baird Financial Group's WTBA Position: Q1 2024 in Review

Baird Financial Group sold out of West Bancorporation (WTBA) in Q1 2024, closing a stake of 23,560 shares — an estimated $499K sold.

Baird Financial Group first reported a position in WTBA in Q2 2020 and held it in 15 quarters. The position peaked at $673K in Q3 2021. 75 funds tracked by Wall St. Rank hold WTBA as of Q1 2024.

  • Baird Financial Group reported no remaining West Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Baird Financial Group sold 23,560 West Bancorporation shares in Q1 2024, an estimated $499K.
  • Baird Financial Group first reported a position in West Bancorporation in Q2 2020 and held it in 15 quarters.
  • Baird Financial Group's West Bancorporation position peaked at $673K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held West Bancorporation as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.