Guardian Wealth Management (Illinois)’s West Bancorporation WTBA Stock Holding History

Guardian Wealth Management (Illinois)’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	-127	Closed	-$2.41K	–	242
2024 Q3	$2.41K	Buy	127 +1	+0.8%	+$19	﹤0.01%	212
2024 Q2	$2.25K	Buy	126 +2	+2%	+$34	﹤0.01%	211
2024 Q1	$2.21K	Buy	124 +2	+2%	+$37	﹤0.01%	205
2023 Q4	$2.59K	Sell	122 -427	-78%	-$7.63K	﹤0.01%	211
2023 Q3	$8.95K	Buy	549 +7	+1%	+$129	0.01%	165
2023 Q2	$9.97K	Buy	542 +8	+1%	+$139	0.01%	159
2023 Q1	$9.76K	Buy	534 +6	+1%	+$127	0.01%	161
2022 Q4	$13.5K	Buy	+528	New	+$12.1K	0.01%	156

Other funds holding WTBA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Bancorporation West Des Moines, Iowa $200M AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Guardian Wealth Management (Illinois)'s WTBA Position: Q4 2024 in Review

Guardian Wealth Management (Illinois) sold out of West Bancorporation (WTBA) in Q4 2024, closing a stake of 127 shares — an estimated $2.41K sold.

Guardian Wealth Management (Illinois) first reported a position in WTBA in Q4 2022 and held it in 8 quarters. The position peaked at $13.5K in Q4 2022. 86 funds tracked by Wall St. Rank hold WTBA as of Q4 2024.

Guardian Wealth Management (Illinois) reported no remaining West Bancorporation position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 127 West Bancorporation shares in Q4 2024, an estimated $2.41K.
Guardian Wealth Management (Illinois) first reported a position in West Bancorporation in Q4 2022 and held it in 8 quarters.
Guardian Wealth Management (Illinois)'s West Bancorporation position peaked at $13.5K in Q4 2022.
86 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2024, filed 14 Feb 2025.