PWMG
WTBA icon

Private Wealth Management Group’s West Bancorporation WTBA Stock Holding History

Private Wealth Management 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
Q1 		– Sell
-77
Closed -$1.63K – 1598
2023
Q4 		$1.63K Buy
+77
New +$1.38K ﹤0.01% 1065

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
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

Private Wealth Management Group's WTBA Position: Q1 2024 in Review

Private Wealth Management Group sold out of West Bancorporation (WTBA) in Q1 2024, closing a stake of 77 shares — an estimated $1.63K sold.

Private Wealth Management Group first reported a position in WTBA in Q4 2023 and held it in 1 quarter. The position peaked at $1.63K in Q4 2023. 75 funds tracked by Wall St. Rank hold WTBA as of Q1 2024.

  • Private Wealth Management Group reported no remaining West Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 77 West Bancorporation shares in Q1 2024, an estimated $1.63K.
  • Private Wealth Management Group first reported a position in West Bancorporation in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's West Bancorporation position peaked at $1.63K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held West Bancorporation as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.