GRP
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Global Retirement Partners’s West Bancorporation WTBA Stock Holding History

Global Retirement Partners’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 		$5.29K Buy
244
+2
+0.8% +$44 ﹤0.01% 2655
2024
Q3 		$4.59K Buy
242
+3
+1% +$58 ﹤0.01% 2599
2024
Q2 		$4.27K Buy
239
+4
+2% +$68 ﹤0.01% 2680
2024
Q1 		$4.19K Buy
235
+3
+1% +$55 ﹤0.01% 2471
2023
Q4 		$4.51K Buy
232
+3
+1% +$54 ﹤0.01% 2361
2023
Q3 		$3.67K Buy
229
+3
+1% +$55 ﹤0.01% 2302
2023
Q2 		$4.16K Buy
226
+4
+2% +$70 ﹤0.01% 2274
2023
Q1 		$3.63K Buy
222
+2
+0.9% +$42 ﹤0.01% 2282
2022
Q4 		$5.62K Buy
220
+2
+0.9% +$46 ﹤0.01% 1989
2022
Q3 		$5K Sell
218
-52,228
-100% -$1.26M ﹤0.01% 1962
2022
Q2 		$1.28M Buy
52,446
+2
+0% +$50 0.1% 206
2022
Q1 		$1.29M Buy
+52,444
New +$1.55M 0.1% 208
2021
Q4 		– Sell
-52,441
Closed -$1.57M – 1824
2021
Q3 		$1.57M Buy
52,441
+2
+0% +$59 0.16% 143
2021
Q2 		$1.46M Buy
52,439
+13,800
+36% +$370K 0.15% 141
2021
Q1 		$931K Buy
38,639
+2
+0% +$46 0.11% 175
2020
Q4 		$746K Buy
38,637
+38,435
+19,027% +$715K 0.09% 189
2020
Q3 		$3K Buy
202
+2
+1% +$34 ﹤0.01% 1451
2020
Q2 		$3K Buy
200
+100
+100% +$1.73K ﹤0.01% 1420
2020
Q1 		$2K Buy
+100
New +$2.16K ﹤0.01% 1449

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

Global Retirement Partners's WTBA Position: Q4 2024 in Review

Global Retirement Partners increased its West Bancorporation (WTBA) stake by 0.83% in Q4 2024, buying an estimated $44 and bringing the position to 244 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Global Retirement Partners first reported a position in WTBA in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.57M in Q3 2021. 86 funds tracked by Wall St. Rank hold WTBA as of Q4 2024.

  • Global Retirement Partners held 244 shares of West Bancorporation worth $5.29K as of Q4 2024.
  • Global Retirement Partners bought 2 West Bancorporation shares in Q4 2024, an estimated $44.
  • West Bancorporation made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2655 holding.
  • Global Retirement Partners first reported a position in West Bancorporation in Q1 2020 and has held it in 19 quarters since.
  • Global Retirement Partners's West Bancorporation position peaked at $1.57M in Q3 2021.
  • 86 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.