13F-HR: West Bancorporation Inc. Discloses Q2 2024 Holdings in Form 13F Filing

West Bancorporation Inc. reports its holdings for the quarter ended June 30, 2024, with a total portfolio value of $135.2 million.

Summary

• West Bancorporation Inc. filed its Form 13F for the quarter ended June 30, 2024.
• The total value of the reported holdings is $135,168,603.
• The filing includes 93 entries in the information table.
• The largest holding is in ISHARES Russell 1000 Growth ETF with a value of $12,559,192 representing 34,455 shares.
• West Bancorporation INC CAP STK represents 441,847 shares with a value of $7,909,061.
• Other significant holdings include ISHARES Core S&P 500 ETF ($6,666,903), Spdr S&p 500 Etf Trust ($6,488,191), and Pacer US Small Cap Cash Cows 100 Etf ($5,437,508).

Sentiment

Score: 7

Explanation: The document is a routine regulatory filing, indicating stable investment activities. The portfolio's diversification and holdings in established ETFs suggest a conservative investment approach.

Positives

• The filing provides a comprehensive overview of West Bancorporation Inc.'s investment portfolio.
• The portfolio is well-diversified across various sectors and asset classes.
• The company has significant holdings in major ETFs like ISHARES Russell 1000 Growth ETF and ISHARES Core S&P 500 ETF.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment holdings and strategies.

Comparison to Industry Standards

• The portfolio composition reflects a mix of individual stocks and ETFs, which is a common strategy among institutional investors.
• The allocation to ETFs like ISHARES and Vanguard suggests a focus on diversification and passive investment strategies.
• Without knowing West Bancorporation's specific investment goals, it's difficult to benchmark against peers, but the reported holdings are consistent with typical investment strategies.

Stakeholder Impact

• The filing provides transparency to shareholders regarding the company's investment strategy.
• The investment decisions reflected in the filing can impact the company's financial performance and returns to shareholders.

Key Dates