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Berman Capital Advisors’s West Bancorporation WTBA Stock Holding History

Berman Capital 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
Q3 		$4K Buy
135
+77
+133% +$2.26K ﹤0.01% 1523
2021
Q2 		$1K Buy
+58
New +$1.55K ﹤0.01% 1833

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
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
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

Berman Capital Advisors's WTBA Position: Q3 2021 in Review

Berman Capital Advisors increased its West Bancorporation (WTBA) stake by 133% in Q3 2021, buying an estimated $2.26K and bringing the position to 135 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Berman Capital Advisors first reported a position in WTBA in Q2 2021 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold WTBA as of Q3 2021.

  • Berman Capital Advisors held 135 shares of West Bancorporation worth $4K as of Q3 2021.
  • Berman Capital Advisors bought 77 West Bancorporation shares in Q3 2021, an estimated $2.26K.
  • West Bancorporation made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1523 holding.
  • Berman Capital Advisors first reported a position in West Bancorporation in Q2 2021 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.