Bank of Montreal
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Bank of Montreal’s West Bancorporation WTBA Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-720
Closed -$18K – 4965
2021
Q1 		$18K Sell
720
-2,032
-74% -$46.2K ﹤0.01% 4106
2020
Q4 		$57K Buy
2,752
+1,707
+163% +$31.8K ﹤0.01% 3882
2020
Q3 		$17K Sell
1,045
-526
-33% -$8.89K ﹤0.01% 3909
2020
Q2 		$25K Buy
1,571
+1,151
+274% +$19.9K ﹤0.01% 3755
2020
Q1 		$7K Sell
420
-2,011
-83% -$43.4K ﹤0.01% 3610
2019
Q4 		$63K Buy
2,431
+608
+33% +$14.5K ﹤0.01% 3736
2019
Q3 		$40K Buy
1,823
+171
+10% +$3.63K ﹤0.01% 3732
2019
Q2 		$35K Buy
1,652
+1,347
+442% +$28.6K ﹤0.01% 3860
2019
Q1 		$6K Sell
305
-221
-42% -$4.71K ﹤0.01% 4004
2018
Q4 		$10K Buy
526
+111
+27% +$2.35K ﹤0.01% 3895
2018
Q3 		$10K Sell
415
-1,003
-71% -$24.6K ﹤0.01% 3932
2018
Q2 		$36K Buy
1,418
+113
+9% +$2.88K ﹤0.01% 3547
2018
Q1 		$34K Hold
1,305
– – ﹤0.01% 3387
2017
Q4 		$33K Buy
1,305
+1,000
+328% +$25.2K ﹤0.01% 3425
2017
Q3 		$7K Hold
305
– – ﹤0.01% 3813
2017
Q2 		$7K Hold
305
– – ﹤0.01% 3810
2017
Q1 		$7K Hold
305
– – ﹤0.01% 3652
2016
Q4 		$7K Sell
305
-47
-13% -$1.02K ﹤0.01% 3692
2016
Q3 		$7K Hold
352
– – ﹤0.01% 3651
2016
Q2 		$7K Sell
352
-65
-16% -$1.2K ﹤0.01% 3672
2016
Q1 		$8K Hold
417
– – ﹤0.01% 3685
2015
Q4 		$8K Buy
+417
New +$8.28K ﹤0.01% 3673
2014
Q3 		– Sell
-360
Closed -$5K – 4438
2014
Q2 		$5K Buy
+360
New +$5.29K ﹤0.01% 4183

Other funds holding WTBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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

Bank of Montreal's WTBA Position: Q2 2021 in Review

Bank of Montreal sold out of West Bancorporation (WTBA) in Q2 2021, closing a stake of 720 shares — an estimated $18K sold.

Bank of Montreal first reported a position in WTBA in Q2 2014 and held it in 23 quarters. The position peaked at $63K in Q4 2019. 71 funds tracked by Wall St. Rank hold WTBA as of Q2 2021.

  • Bank of Montreal reported no remaining West Bancorporation position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 720 West Bancorporation shares in Q2 2021, an estimated $18K.
  • Bank of Montreal first reported a position in West Bancorporation in Q2 2014 and held it in 23 quarters.
  • Bank of Montreal's West Bancorporation position peaked at $63K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.