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Institutional & Family Asset Management’s West Bancorporation WTBA Stock Holding History

Institutional & Family 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
Q4 		– Sell
-750
Closed -$12.2K – 754
2023
Q3 		$12.2K Hold
750
– – ﹤0.01% 353
2023
Q2 		$13.8K Buy
750
+250
+50% +$4.36K ﹤0.01% 351
2023
Q1 		$9.13K Hold
500
– – ﹤0.01% 391
2022
Q4 		$12.8K Hold
500
– – ﹤0.01% 350
2022
Q3 		$10K Buy
+500
New +$12.1K ﹤0.01% 392

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 $234M AUM 22.81% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Institutional & Family Asset Management's WTBA Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of West Bancorporation (WTBA) in Q4 2023, closing a stake of 750 shares — an estimated $12.2K sold.

Institutional & Family Asset Management first reported a position in WTBA in Q3 2022 and held it in 5 quarters. The position peaked at $13.8K in Q2 2023. 73 funds tracked by Wall St. Rank hold WTBA as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining West Bancorporation position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 750 West Bancorporation shares in Q4 2023, an estimated $12.2K.
  • Institutional & Family Asset Management first reported a position in West Bancorporation in Q3 2022 and held it in 5 quarters.
  • Institutional & Family Asset Management's West Bancorporation position peaked at $13.8K in Q2 2023.
  • 73 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.