Tradition Wealth Management’s West Bancorporation WTBA Stock Holding History

Tradition 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
2024 Q1	–	Sell	-585	Closed	-$12K	–	1196
2023 Q4	$12K	Hold	585	–	–	﹤0.01%	969
2023 Q3	$10K	Hold	585	–	–	﹤0.01%	1020
2023 Q2	$11K	Hold	585	–	–	﹤0.01%	1024
2023 Q1	$11K	Hold	585	–	–	﹤0.01%	989
2022 Q4	$15K	Hold	585	–	–	﹤0.01%	814
2022 Q3	$12K	Hold	585	–	–	﹤0.01%	895
2022 Q2	$14K	Hold	585	–	–	﹤0.01%	745
2022 Q1	$16K	Hold	585	–	–	﹤0.01%	782
2021 Q4	$18K	Sell	585 -1,197	-67%	-$37.8K	﹤0.01%	762
2021 Q3	$54K	Buy	1,782 +1	+0.1%	+$29	0.01%	488
2021 Q2	$49K	Buy	1,781 +2	+0.1%	+$54	0.01%	535
2021 Q1	$43K	Sell	1,779 -2,798	-61%	-$63.7K	0.01%	467
2020 Q4	$88K	Buy	+4,577	New	+$85.2K	0.02%	314

Other funds holding WTBA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Bancorporation West Des Moines, Iowa $200M AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Tradition Wealth Management's WTBA Position: Q1 2024 in Review

Tradition Wealth Management sold out of West Bancorporation (WTBA) in Q1 2024, closing a stake of 585 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in WTBA in Q4 2020 and held it in 13 quarters. The position peaked at $88K in Q4 2020. 75 funds tracked by Wall St. Rank hold WTBA as of Q1 2024.

Tradition Wealth Management reported no remaining West Bancorporation position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 585 West Bancorporation shares in Q1 2024, an estimated $12K.
Tradition Wealth Management first reported a position in West Bancorporation in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's West Bancorporation position peaked at $88K in Q4 2020.
75 funds tracked by Wall St. Rank held West Bancorporation as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.