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CM Wealth Advisors’s West Bancorporation WTBA Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-14,428
Closed -$245K – 437
2023
Q1 		$245K Buy
+14,428
New +$307K 0.05% 348

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
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
WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

CM Wealth Advisors's WTBA Position: Q2 2023 in Review

CM Wealth Advisors sold out of West Bancorporation (WTBA) in Q2 2023, closing a stake of 14,428 shares — an estimated $245K sold.

CM Wealth Advisors first reported a position in WTBA in Q1 2023 and held it in 1 quarter. The position peaked at $245K in Q1 2023. 67 funds tracked by Wall St. Rank hold WTBA as of Q2 2023.

  • CM Wealth Advisors reported no remaining West Bancorporation position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 14,428 West Bancorporation shares in Q2 2023, an estimated $245K.
  • CM Wealth Advisors first reported a position in West Bancorporation in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's West Bancorporation position peaked at $245K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.