SFS
WTBA icon

Sowell Financial Services’s West Bancorporation WTBA Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-500
Closed -$10K – 3323
2020
Q4 		$10K Hold
500
– – ﹤0.01% 2029
2020
Q3 		$8K Buy
500
+440
+733% +$7.44K ﹤0.01% 1888
2020
Q2 		$1K Buy
60
+1
+2% +$17 ﹤0.01% 2394
2020
Q1 		$1K Hold
59
– – ﹤0.01% 2341
2019
Q4 		$2K Buy
59
+1
+2% +$24 ﹤0.01% 2257
2019
Q3 		$1K Buy
+58
New +$1.23K ﹤0.01% 2326

Other funds holding WTBA

BlackRock
BlackRock New York $5.7T 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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