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Financial Gravity Asset Management’s West Bancorporation WTBA Stock Holding History

Financial Gravity Asset Management’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
Q3 		– Sell
-18
Closed -$411 – 1792
2023
Q2 		$411 Buy
+18
New +$314 ﹤0.01% 1033
2023
Q1 		– Sell
-26
Closed -$589 – 1691
2022
Q4 		$589 Buy
+26
New +$598 ﹤0.01% 782

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

Financial Gravity Asset Management's WTBA Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of West Bancorporation (WTBA) in Q3 2023, closing a stake of 18 shares — an estimated $411 sold.

Financial Gravity Asset Management first reported a position in WTBA in Q4 2022 and held it in 2 quarters. The position peaked at $589 in Q4 2022. 69 funds tracked by Wall St. Rank hold WTBA as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining West Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 18 West Bancorporation shares in Q3 2023, an estimated $411.
  • Financial Gravity Asset Management first reported a position in West Bancorporation in Q4 2022 and held it in 2 quarters.
  • Financial Gravity Asset Management's West Bancorporation position peaked at $589 in Q4 2022.
  • 69 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.