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Syverson Strege & Co’s West Bancorporation WTBA Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-2,000
Closed -$36.5K – 637
2023
Q1 		$36.5K Hold
2,000
– – 0.02% 146
2022
Q4 		$51.1K Hold
2,000
– – 0.02% 123
2022
Q3 		$42K Hold
2,000
– – 0.02% 125
2022
Q2 		$49K Hold
2,000
– – 0.02% 127
2022
Q1 		$54K Hold
2,000
– – 0.06% 119
2021
Q4 		$62K Hold
2,000
– – 0.05% 123
2021
Q3 		$60K Hold
2,000
– – 0.05% 127
2021
Q2 		$56K Hold
2,000
– – 0.05% 123
2021
Q1 		$48K Hold
2,000
– – 0.05% 126
2020
Q4 		$39K Buy
+2,000
New +$37.2K 0.04% 124

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Syverson Strege & Co's WTBA Position: Q2 2023 in Review

Syverson Strege & Co sold out of West Bancorporation (WTBA) in Q2 2023, closing a stake of 2,000 shares — an estimated $36.5K sold.

Syverson Strege & Co first reported a position in WTBA in Q4 2020 and held it in 10 quarters. The position peaked at $62K in Q4 2021. 67 funds tracked by Wall St. Rank hold WTBA as of Q2 2023.

  • Syverson Strege & Co reported no remaining West Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 2,000 West Bancorporation shares in Q2 2023, an estimated $36.5K.
  • Syverson Strege & Co first reported a position in West Bancorporation in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's West Bancorporation position peaked at $62K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.