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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 – 3316
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return
State Street
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's WTBA Position: Q1 2021 in Review

Sowell Financial Services sold out of West Bancorporation (WTBA) in Q1 2021, closing a stake of 500 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in WTBA in Q3 2019 and held it in 6 quarters. The position peaked at $10K in Q4 2020. 71 funds tracked by Wall St. Rank hold WTBA as of Q1 2021.

  • Sowell Financial Services reported no remaining West Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 500 West Bancorporation shares in Q1 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in West Bancorporation in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's West Bancorporation position peaked at $10K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held West Bancorporation as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.