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RAFFA WEALTH MANAGEMENT, LLC’s West Bancorporation WTBA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
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
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WTBA Position: Q4 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of West Bancorporation (WTBA) in Q4 2019, closing a stake of 37 shares — an estimated $804 sold.

RAFFA WEALTH MANAGEMENT, LLC 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, LLC reported no remaining West Bancorporation position as of Q4 2019 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 37 West Bancorporation shares in Q4 2019, an estimated $804.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in West Bancorporation in Q1 2018 and held it in 6 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC'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, LLC's 13F filing for Q4 2019, filed 27 Jul 2026.