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Gilbert & Cook’s West Bancorporation WTBA Stock Holding History

Gilbert & Cook’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
Q3 		– Sell
-16,839
Closed -$301K – 225
2024
Q2 		$301K Hold
16,839
– – 0.04% 172
2024
Q1 		$300K Hold
16,839
– – 0.04% 186
2023
Q4 		$357K Hold
16,839
– – 0.05% 176
2023
Q3 		$275K Sell
16,839
-1,377
-8% -$25.5K 0.04% 183
2023
Q2 		$335K Hold
18,216
– – 0.05% 156
2023
Q1 		$333K Buy
18,216
+350
+2% +$7.44K 0.06% 160
2022
Q4 		$456K Hold
17,866
– – 0.08% 113
2022
Q3 		$387K Buy
17,866
+13,088
+274% +$316K 0.09% 128
2022
Q2 		$116K Sell
4,778
-13,051
-73% -$325K 0.02% 198
2022
Q1 		$485K Sell
17,829
-1,377
-7% -$40.7K 0.08% 115
2021
Q4 		$597K Buy
19,206
+11,711
+156% +$370K 0.1% 91
2021
Q3 		$225K Sell
7,495
-14,388
-66% -$422K 0.04% 196
2021
Q2 		$607K Hold
21,883
– – 0.11% 80
2021
Q1 		$527K Hold
21,883
– – 0.1% 82
2020
Q4 		$422K Sell
21,883
-250
-1% -$4.65K 0.09% 94
2020
Q3 		$351K Buy
22,133
+1,000
+5% +$16.9K 0.08% 95
2020
Q2 		$370K Buy
21,133
+2,000
+10% +$34.5K 0.09% 79
2020
Q1 		$313K Hold
19,133
– – 0.09% 79
2019
Q4 		$490K Buy
19,133
+225
+1% +$5.35K 0.12% 62
2019
Q3 		$411K Buy
+18,908
New +$401K 0.12% 65

Other funds holding WTBA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gilbert & Cook's WTBA Position: Q3 2024 in Review

Gilbert & Cook sold out of West Bancorporation (WTBA) in Q3 2024, closing a stake of 16,839 shares — an estimated $301K sold.

Gilbert & Cook first reported a position in WTBA in Q3 2019 and held it in 20 quarters. The position peaked at $607K in Q2 2021. 79 funds tracked by Wall St. Rank hold WTBA as of Q3 2024.

  • Gilbert & Cook reported no remaining West Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Gilbert & Cook sold 16,839 West Bancorporation shares in Q3 2024, an estimated $301K.
  • Gilbert & Cook first reported a position in West Bancorporation in Q3 2019 and held it in 20 quarters.
  • Gilbert & Cook's West Bancorporation position peaked at $607K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2024.

Based on Gilbert & Cook's 13F filing for Q3 2024, filed 7 Nov 2024.