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Private Advisor Group’s West Bancorporation WTBA Stock Holding History

Private Advisor 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
2024
Q3 		– Sell
-11,500
Closed -$206K – 2521
2024
Q2 		$206K Buy
+11,500
New +$195K ﹤0.01% 2132

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 $200M AUM 18.14% 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
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Private Advisor Group's WTBA Position: Q3 2024 in Review

Private Advisor Group sold out of West Bancorporation (WTBA) in Q3 2024, closing a stake of 11,500 shares — an estimated $206K sold.

Private Advisor Group first reported a position in WTBA in Q2 2024 and held it in 1 quarter. The position peaked at $206K in Q2 2024. 79 funds tracked by Wall St. Rank hold WTBA as of Q3 2024.

  • Private Advisor Group reported no remaining West Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Private Advisor Group sold 11,500 West Bancorporation shares in Q3 2024, an estimated $206K.
  • Private Advisor Group first reported a position in West Bancorporation in Q2 2024 and held it in 1 quarter.
  • Private Advisor Group's West Bancorporation position peaked at $206K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2024.

Based on Private Advisor Group's 13F filing for Q3 2024, filed 22 Oct 2024.