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Wealthstar Advisors’s West Bancorporation WTBA Stock Holding History

Wealthstar Advisors’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
Q2 		$631K Buy
+35,252
New +$599K 0.51% 19

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LB
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthstar Advisors's WTBA Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in West Bancorporation (WTBA) in Q2 2024: 35,252 shares worth $631K. The stake represents 0.51% of the portfolio and ranks #19 among its holdings.

77 funds tracked by Wall St. Rank hold WTBA as of Q2 2024.

  • Wealthstar Advisors held 35,252 shares of West Bancorporation worth $631K as of Q2 2024.
  • West Bancorporation was a new Wealthstar Advisors position in Q2 2024.
  • West Bancorporation made up 0.51% of Wealthstar Advisors's portfolio in Q2 2024, its #19 holding.
  • 77 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.