Raffa Wealth Management’s West Bancorporation WTBA Stock Holding History

Raffa 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 Q4	–	Sell	-37	Closed	-$804	–	747
2019 Q3	$804	Buy	+37	New	+$785	﹤0.01%	665
2019 Q2	–	Sell	-37	Closed	-$765	–	1409
2019 Q1	$765	Hold	37	–	–	﹤0.01%	657
2018 Q4	$706	Hold	37	–	–	﹤0.01%	665
2018 Q3	$870	Hold	37	–	–	﹤0.01%	678
2018 Q2	$931	Hold	37	–	–	﹤0.01%	629
2018 Q1	$947	Buy	+37	New	+$935	﹤0.01%	589

Other funds holding WTBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Raffa Wealth Management's WTBA Position: Q4 2019 in Review

Raffa Wealth Management sold out of West Bancorporation (WTBA) in Q4 2019, closing a stake of 37 shares — an estimated $804 sold.

Raffa Wealth Management first reported a position in WTBA in Q1 2018 and held it in 6 quarters. The position peaked at $947 in Q1 2018. 76 funds tracked by Wall St. Rank hold WTBA as of Q4 2019.

Raffa Wealth Management reported no remaining West Bancorporation position as of Q4 2019 after selling out during the quarter.
Raffa Wealth Management sold 37 West Bancorporation shares in Q4 2019, an estimated $804.
Raffa Wealth Management first reported a position in West Bancorporation in Q1 2018 and held it in 6 quarters.
Raffa Wealth Management's West Bancorporation position peaked at $947 in Q1 2018.
76 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2019.

Based on Raffa Wealth Management's 13F filing for Q4 2019, filed 27 Jul 2026.