West Bancorporation is based out of West Des Moines. Their last reported 13F filing for Q4 2023 included $154,900,913 in managed 13F securities
and a top 10 holdings concentration of 53.97%. West Bancorporation's largest holding is American Equity Investment Life Holding, Co. with shares held of 355,341. Whalewisdom has at least 13 13F filings, and 157 Form 4 filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
WTBA West Bancorporation | 1.18% |
IWF iShares Russell 1000 | 0.76% |
CALF Pacer US Small Cap C | 0.42% |
VUG VANGUARD GROWTH INDE | 0.32% |
GSLC Goldman Sachs Active | 0.19% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AEL American Equity Inve | 1.07% |
VYM VANGUARD HIGH DIVIDE | 0.46% |
IWS iShares Russell Mid- | 0.36% |
SCHD Schwab U.S. Dividend | 0.31% |
IWN iShares Russell 2000 | 0.31% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AEL American Equity Inve | 12.8% |
IWF iShares Russell 1000 | 7.04% |
IWD iShares Russell 1000 | 6.35% |
WTBA West Bancorporation | 6.1% |
IWR iShares Russell Mid- | 6.08% |
2023-12-31
13F Activity
Market Value | $155m, Prior: $141m |
New Purchases | 10 stocks |
Added To | 13 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 55 stocks |
Top 10 Holdings % | 53.97% |
Turnover %[1] | 15.46% |
Turnover Alt %[2] | 3.36% |
Time Held Top 20 | 6.85 quarters |
Time Held Top 10 | 6.1 quarters |
Time Held All | 6.43 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31