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Capital Performance Advisors’s West Bancorporation WTBA Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-20
Closed -$380 – 2718
2024
Q3 		$380 Buy
+20
New +$384 ﹤0.01% 2372

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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

Capital Performance Advisors's WTBA Position: Q4 2024 in Review

Capital Performance Advisors sold out of West Bancorporation (WTBA) in Q4 2024, closing a stake of 20 shares — an estimated $380 sold.

Capital Performance Advisors first reported a position in WTBA in Q3 2024 and held it in 1 quarter. The position peaked at $380 in Q3 2024. 86 funds tracked by Wall St. Rank hold WTBA as of Q4 2024.

  • Capital Performance Advisors reported no remaining West Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 20 West Bancorporation shares in Q4 2024, an estimated $380.
  • Capital Performance Advisors first reported a position in West Bancorporation in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's West Bancorporation position peaked at $380 in Q3 2024.
  • 86 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.