West Bancorporation’s UBS Group UBS Stock Holding History

West Bancorporation’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,000	Closed	-$16K	–	292
2022 Q2	$16K	Sell	1,000 -456	-31%	-$7.99K	0.01%	223
2022 Q1	$29K	Hold	1,456	–	–	0.02%	210
2021 Q4	$26K	Buy	+1,456	New	+$25.6K	0.02%	204
2020 Q3	$20K	Hold	1,745	–	–	0.02%	185
2020 Q2	$20K	Buy	1,745 +695	+66%	+$7.16K	0.02%	188
2020 Q1	$10K	Hold	1,050	–	–	0.01%	200
2019 Q4	$13K	Buy	+1,050	New	+$12.5K	0.01%	214

Other funds holding UBS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

West Bancorporation's UBS Position: Q3 2022 in Review

West Bancorporation sold out of UBS Group (UBS) in Q3 2022, closing a stake of 1,000 shares — an estimated $16K sold.

West Bancorporation first reported a position in UBS in Q4 2019 and held it in 7 quarters. The position peaked at $29K in Q1 2022. 364 funds tracked by Wall St. Rank hold UBS as of Q3 2022.

West Bancorporation reported no remaining UBS Group position as of Q3 2022 after selling out during the quarter.
West Bancorporation sold 1,000 UBS Group shares in Q3 2022, an estimated $16K.
West Bancorporation first reported a position in UBS Group in Q4 2019 and held it in 7 quarters.
West Bancorporation's UBS Group position peaked at $29K in Q1 2022.
364 funds tracked by Wall St. Rank held UBS Group as of Q3 2022.

Based on West Bancorporation's 13F filing for Q3 2022, filed 14 Oct 2022.