LSV Asset Management’s West Bancorporation WTBA Stock Holding History

LSV 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
2022 Q4	–	Sell	-17,700	Closed	-$368K	–	892
2022 Q3	$368K	Sell	17,700 -25,000	-59%	-$603K	﹤0.01%	739
2022 Q2	$1.04M	Sell	42,700 -3,700	-8%	-$92.2K	﹤0.01%	667
2022 Q1	$1.26M	Sell	46,400 -3,400	-7%	-$101K	﹤0.01%	682
2021 Q4	$1.55M	Hold	49,800	–	–	﹤0.01%	670
2021 Q3	$1.5M	Sell	49,800 -3,226	-6%	-$94.6K	﹤0.01%	672
2021 Q2	$1.47M	Sell	53,026 -3,500	-6%	-$93.7K	﹤0.01%	684
2021 Q1	$1.36M	Sell	56,526 -6,100	-10%	-$139K	﹤0.01%	700
2020 Q4	$1.21M	Sell	62,626 -4,200	-6%	-$78.1K	﹤0.01%	726
2020 Q3	$1.06M	Sell	66,826 -13,200	-16%	-$223K	﹤0.01%	719
2020 Q2	$1.4M	Sell	80,026 -8,100	-9%	-$140K	﹤0.01%	713
2020 Q1	$1.44M	Buy	88,126 +2,900	+3%	+$62.6K	﹤0.01%	681
2019 Q4	$2.18M	Sell	85,226 -3,000	-3%	-$71.3K	﹤0.01%	669
2019 Q3	$1.92M	Sell	88,226 -900	-1%	-$19.1K	﹤0.01%	669
2019 Q2	$1.89M	Sell	89,126 -500	-0.6%	-$10.6K	﹤0.01%	682
2019 Q1	$1.85M	Sell	89,626 -600	-0.7%	-$12.8K	﹤0.01%	687
2018 Q4	$1.72M	Sell	90,226 -3,200	-3%	-$67.6K	﹤0.01%	707
2018 Q3	$2.19M	Sell	93,426 -5,500	-6%	-$135K	﹤0.01%	714
2018 Q2	$2.49M	Hold	98,926	–	–	﹤0.01%	711
2018 Q1	$2.53M	Hold	98,926	–	–	﹤0.01%	690
2017 Q4	$2.49M	Hold	98,926	–	–	﹤0.01%	690
2017 Q3	$2.41M	Sell	98,926 -400	-0.4%	-$9.05K	﹤0.01%	702
2017 Q2	$2.35M	Buy	99,326 +9,705	+11%	+$223K	﹤0.01%	693
2017 Q1	$2.06M	Sell	89,621 -2,005	-2%	-$46.2K	﹤0.01%	710
2016 Q4	$2.26M	Sell	91,626 -2,800	-3%	-$61K	﹤0.01%	692
2016 Q3	$1.85M	Hold	94,426	–	–	﹤0.01%	688
2016 Q2	$1.75M	Sell	94,426 -18,900	-17%	-$349K	﹤0.01%	699
2016 Q1	$2.06M	Sell	113,326 -7,347	-6%	-$132K	﹤0.01%	654
2015 Q4	$2.38M	Sell	120,673 -6,791	-5%	-$135K	0.01%	623
2015 Q3	$2.39M	Sell	127,464 -14,038	-10%	-$269K	0.01%	599
2015 Q2	$2.81M	Sell	141,502 -3,795	-3%	-$72.3K	0.01%	576
2015 Q1	$2.89M	Hold	145,297	–	–	0.01%	559
2014 Q4	$2.47M	Buy	145,297 +4,300	+3%	+$68.4K	0.01%	576
2014 Q3	$1.99M	Hold	140,997	–	–	﹤0.01%	596
2014 Q2	$2.15M	Hold	140,997	–	–	﹤0.01%	580
2014 Q1	$2.14M	Buy	140,997 +7,542	+6%	+$113K	0.01%	563
2013 Q4	$2.11M	Buy	133,455 +27,566	+26%	+$399K	0.01%	560
2013 Q3	$1.46M	Buy	105,889 +4,526	+4%	+$59.4K	﹤0.01%	619
2013 Q2	$1.19M	Buy	+101,363	New	+$1.14M	﹤0.01%	632

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

West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return

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

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

LSV Asset Management's WTBA Position: Q4 2022 in Review

LSV Asset Management sold out of West Bancorporation (WTBA) in Q4 2022, closing a stake of 17,700 shares — an estimated $368K sold.

LSV Asset Management first reported a position in WTBA in Q2 2013 and held it in 38 quarters. The position peaked at $2.89M in Q1 2015. 73 funds tracked by Wall St. Rank hold WTBA as of Q4 2022.

LSV Asset Management reported no remaining West Bancorporation position as of Q4 2022 after selling out during the quarter.
LSV Asset Management sold 17,700 West Bancorporation shares in Q4 2022, an estimated $368K.
LSV Asset Management first reported a position in West Bancorporation in Q2 2013 and held it in 38 quarters.
LSV Asset Management's West Bancorporation position peaked at $2.89M in Q1 2015.
73 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2022.

Based on LSV Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.