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Northwest Wealth Management’s West Bancorporation WTBA Stock Holding History

Northwest 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
2019
Q2 		– Sell
-1,264
Closed -$26K – 476
2019
Q1 		$26K Hold
1,264
– – 0.02% 276
2018
Q4 		$24K Hold
1,264
– – 0.02% 267
2018
Q3 		$30K Hold
1,264
– – 0.02% 261
2018
Q2 		$32K Hold
1,264
– – 0.02% 260
2018
Q1 		$32K Buy
+1,264
New +$31.9K 0.02% 261

Other funds holding WTBA

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
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return

Northwest Wealth Management's WTBA Position: Q2 2019 in Review

Northwest Wealth Management sold out of West Bancorporation (WTBA) in Q2 2019, closing a stake of 1,264 shares — an estimated $26K sold.

Northwest Wealth Management first reported a position in WTBA in Q1 2018 and held it in 5 quarters. The position peaked at $32K in Q2 2018. 75 funds tracked by Wall St. Rank hold WTBA as of Q2 2019.

  • Northwest Wealth Management reported no remaining West Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 1,264 West Bancorporation shares in Q2 2019, an estimated $26K.
  • Northwest Wealth Management first reported a position in West Bancorporation in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's West Bancorporation position peaked at $32K in Q2 2018.
  • 75 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.