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Iron Horse Wealth Management’s West Bancorporation WTBA Stock Holding History

Iron Horse Wealth 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
2022
Q3 		– Sell
-200
Closed -$5K – 299
2022
Q2 		$5K Sell
200
-3,654
-95% -$91.1K ﹤0.01% 149
2022
Q1 		$105K Buy
3,854
+3,754
+3,754% +$111K 0.06% 55
2021
Q4 		$3K Hold
100
– – ﹤0.01% 168
2021
Q3 		$3K Buy
+100
New +$2.93K ﹤0.01% 150

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Iron Horse Wealth Management's WTBA Position: Q3 2022 in Review

Iron Horse Wealth Management sold out of West Bancorporation (WTBA) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Iron Horse Wealth Management first reported a position in WTBA in Q3 2021 and held it in 4 quarters. The position peaked at $105K in Q1 2022. 77 funds tracked by Wall St. Rank hold WTBA as of Q3 2022.

  • Iron Horse Wealth Management reported no remaining West Bancorporation position as of Q3 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 200 West Bancorporation shares in Q3 2022, an estimated $5K.
  • Iron Horse Wealth Management first reported a position in West Bancorporation in Q3 2021 and held it in 4 quarters.
  • Iron Horse Wealth Management's West Bancorporation position peaked at $105K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2022.

Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.