13F-HR: West Bancorporation's Q1 2024 13F Filing Reveals $152 Million in Holdings

West Bancorporation's latest 13F filing discloses its holdings as of March 31, 2024, totaling over $152 million across 101 positions.

Summary

• West Bancorporation filed its Form 13F for the quarter ended March 31, 2024.
• The filing reports total holdings valued at $152,143,758.
• The report includes 101 holdings.
• SueAnn Niehaus, Vice President/Trust Operations, signed the report on April 30, 2024.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It simply reports holdings without expressing any opinion or outlook.

Industry Context

This filing provides a snapshot of West Bancorporation's investment strategy and asset allocation, reflecting their approach to the market as of the end of Q1 2024. It is a routine disclosure required for institutional investment managers and offers insights into their investment decisions.

Comparison to Industry Standards

• Comparing West Bancorporation's portfolio to other regional banks or wealth management firms would require analyzing similar 13F filings.
• A typical benchmark would be to compare the asset allocation (e.g., percentage in equities, fixed income, ETFs) to industry averages for similar-sized institutions.
• For example, comparing the holdings to those of a company like State Street or BlackRock, which offer a range of ETFs, would provide context on the preference for passive versus active management.

Stakeholder Impact

• The filing informs shareholders and the public about the investment strategies employed by West Bancorporation.
• It provides transparency regarding the types of securities and companies the institution invests in.

Key Dates