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Mokosak Advisory Group’s West Bancorporation WTBA Stock Holding History

Mokosak Advisory Group’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
-23,374
Closed -$486K – 26
2022
Q3 		$486K Buy
+23,374
New +$564K 0.24% 17

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
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
Geode Capital Management
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
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

Mokosak Advisory Group's WTBA Position: Q4 2022 in Review

Mokosak Advisory Group sold out of West Bancorporation (WTBA) in Q4 2022, closing a stake of 23,374 shares — an estimated $486K sold.

Mokosak Advisory Group first reported a position in WTBA in Q3 2022 and held it in 1 quarter. The position peaked at $486K in Q3 2022. 73 funds tracked by Wall St. Rank hold WTBA as of Q4 2022.

  • Mokosak Advisory Group reported no remaining West Bancorporation position as of Q4 2022 after selling out during the quarter.
  • Mokosak Advisory Group sold 23,374 West Bancorporation shares in Q4 2022, an estimated $486K.
  • Mokosak Advisory Group first reported a position in West Bancorporation in Q3 2022 and held it in 1 quarter.
  • Mokosak Advisory Group's West Bancorporation position peaked at $486K in Q3 2022.
  • 73 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2022.

Based on Mokosak Advisory Group's 13F filing for Q4 2022, filed 2 Feb 2023.