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Wipfli Financial Advisors’s West Bancorporation WTBA Stock Holding History

Wipfli Financial 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
2022
Q3 		$29K Buy
+1,373
New +$33.1K ﹤0.01% 1400

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

Wipfli Financial Advisors's WTBA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in West Bancorporation (WTBA) in Q3 2022: 1,373 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings.

77 funds tracked by Wall St. Rank hold WTBA as of Q3 2022.

  • Wipfli Financial Advisors held 1,373 shares of West Bancorporation worth $29K as of Q3 2022.
  • West Bancorporation was a new Wipfli Financial Advisors position in Q3 2022.
  • West Bancorporation made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1400 holding.
  • 77 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.