West Bancorporation Inc 13F annual report
West Bancorporation Inc is an investment fund managing more than $135 billion ran by Sueann Niehaus. There are currently 93 companies in Niehaus’s portfolio. The largest investments include Ishares Russell 1000 Growth Etf and Russell 1000 Value Ishare Etf, together worth $22.4 billion.
$135 billion Assets Under Management (AUM)
As of 19th July 2024, West Bancorporation Inc’s top holding is 34,455 shares of Ishares Russell 1000 Growth Etf currently worth over $12.6 billion and making up 9.3% of the portfolio value.
In addition, the fund holds 56,372 shares of Russell 1000 Value Ishare Etf worth $9.84 billion.
The third-largest holding is Ishares Russell Midcap Etf worth $8.85 billion and the next is West Bancorporation worth $7.91 billion, with 441,847 shares owned.
Currently, West Bancorporation Inc's portfolio is worth at least $135 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at West Bancorporation Inc
The West Bancorporation Inc office and employees reside in West Des Moines, Iowa. According to the last 13-F report filed with the SEC, Sueann Niehaus serves as the Vice President/Trust Operations at West Bancorporation Inc.
Recent trades
In the most recent 13F filing, West Bancorporation Inc revealed that it had opened a new position in
Brookfield Asset Management Ltd Mngmt A and bought 117,309 shares worth $4.46 billion.
The investment fund also strengthened its position in Ishares Core S&p 500 Etf by buying
1,297 additional shares.
This makes their stake in Ishares Core S&p 500 Etf total 12,183 shares worth $6.67 billion.
On the other hand, there are companies that West Bancorporation Inc is getting rid of from its portfolio.
West Bancorporation Inc closed its position in American Equity Investment Life Co on 26th July 2024.
It sold the previously owned 355,341 shares for $20 billion.
Sueann Niehaus also disclosed a decreased stake in Ishares Russell 1000 Growth Etf by approximately 0.1%.
This leaves the value of the investment at $12.6 billion and 34,455 shares.
One of the smallest hedge funds
The two most similar investment funds to West Bancorporation Inc are Lfa - Lugano Advisors S.A. and Twin Lakes Capital Management. They manage $135 billion and $135 billion respectively.
Sueann Niehaus investment strategy
West Bancorporation Inc’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Finance — making up 8.6% of
the total portfolio value.
The fund focuses on investments in the United States as
53.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
51% of the total holdings value.
On the other hand, small-cap stocks make up only 2.2% of the portfolio.
The average market cap of the portfolio companies is close to $220 billion.
The complete list of West Bancorporation Inc trades based on 13F SEC filings
These positions were updated on July 26th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| American Equity Investment Life Holding Co |
Closed
355,341
|
$19,977,271,000 | |
| Ishares Russell 1000 Growth Etf |
1.34%
34,455
|
$12,559,192,000 | 9.29% |
| Russell 1000 Value Ishare Etf |
0.53%
56,372
|
$9,835,223,000 | 7.28% |
| Ishares Russell Midcap Etf |
5.81%
109,109
|
$8,846,558,000 | 6.54% |
| West Bancorporation |
0.23%
441,847
|
$7,909,061,000 | 5.85% |
| Ishares Core S&p 500 Etf |
11.91%
12,183
|
$6,666,903,000 | 4.93% |
| Spdr S&p 500 Etf Trust |
1.90%
11,922
|
$6,488,191,000 | 4.80% |
| Pacer Us Small Cap Cash Cows 100 Etf |
103.97%
124,828
|
$5,437,508,000 | 4.02% |
| Vanguard Index Funds S&p 500 Etf |
7.72%
10,224
|
$5,113,329,000 | 3.78% |
| Vanguard High Dividend Yield Etf |
3.06%
41,840
|
$4,962,224,000 | 3.67% |
| Brookfield Asset Management Ltd Mngmt A |
Opened
117,309
|
$4,463,607,000 | 3.30% |
| Microsoft Corporation |
5.88%
9,173
|
$4,099,872,000 | 3.03% |
| Pacer Us Cash Cows 100 Etf |
137.56%
75,032
|
$4,088,494,000 | 3.02% |
| Vanguard Ftse Developed Markets Etf |
9.83%
67,552
|
$3,338,420,000 | 2.47% |
| Vanguard Index Funds Vanguard Growth Etf |
5.69%
8,454
|
$3,161,881,000 | 2.34% |
| Apple Inc |
2.94%
14,936
|
$3,145,820,000 | 2.33% |
| Ishares Russell 2000 Index Fd Etf |
11.70%
15,373
|
$3,119,028,000 | 2.31% |
| Vanguard Small Cap Etf |
12.71%
13,581
|
$2,961,201,000 | 2.19% |
| Wisdomtree Us Mid Cap Dividend Etf |
Closed
50,394
|
$2,457,715,000 | |
| Vanguard Index Funds Vanguard Value Etf |
0.82%
14,332
|
$2,298,996,000 | 1.70% |
| Vanguard Dividend Appreciation Etf |
6.40%
10,099
|
$1,843,572,000 | 1.36% |
| Vanguard Mid Cap Etf |
2.67%
6,914
|
$1,673,879,000 | 1.24% |
| Schwab Us Dividend Equity Etf |
8.53%
20,928
|
$1,627,361,000 | 1.20% |
| Ishares Core Msci Eafe Etf |
No change
19,509
|
$1,417,134,000 | 1.05% |
| Costco Wholesale Corp |
0.90%
1,433
|
$1,218,036,000 | 0.90% |
| NVIDIA Corp |
794.33%
9,623
|
$1,188,825,000 | 0.88% |
| Alphabet Inc |
1.92%
6,067
|
$1,112,809,000 | 0.82% |
| JPMorgan Chase & Co. |
1.14%
5,312
|
$1,074,405,000 | 0.79% |
| The Southern Co. |
No change
13,820
|
$1,072,017,000 | 0.79% |
| Abbvie Inc |
No change
5,471
|
$938,386,000 | 0.69% |
| Pepsico Inc |
No change
5,377
|
$886,829,000 | 0.66% |
| Principal Financial Group Inc |
No change
10,610
|
$832,355,000 | 0.62% |
| Amazon.com Inc. |
13.75%
4,144
|
$800,828,000 | 0.59% |
| Mcdonald's Corp |
No change
3,054
|
$778,281,000 | 0.58% |
| Spdr S&p Dividend Etf |
2.86%
5,739
|
$729,886,000 | 0.54% |
| Ishares Msci Eafe Index Fd Etf |
14.72%
8,433
|
$660,557,000 | 0.49% |
| Honeywell International Inc |
56.48%
2,984
|
$637,203,000 | 0.47% |
| Pfizer Inc. |
9.26%
22,463
|
$628,515,000 | 0.46% |
| Vanguard S&p 500 Value Index Fund Etf |
No change
3,450
|
$606,441,000 | 0.45% |
| Abbott Laboratories |
22.95%
5,773
|
$599,872,000 | 0.44% |
| Ishares Russell 2000 Value |
Closed
3,776
|
$599,667,000 | |
| Wells Fargo & Co. |
No change
9,450
|
$561,236,000 | 0.42% |
| Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight |
47.19%
3,119
|
$512,389,000 | 0.38% |
| Ross Stores, Inc. |
No change
3,439
|
$499,755,000 | 0.37% |
| Ishares S&p 1500 Index Fund |
9.50%
4,180
|
$496,500,000 | 0.37% |
| Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetf |
41.73%
8,233
|
$482,783,000 | 0.36% |
| Blackstone Inc |
Closed
3,423
|
$449,680,000 | |
| Ishares Russell Mid-cap Value Etf |
Closed
3,500
|
$438,655,000 | |
| Goldman Sachs Activebeta Us Large Cap Equity Etf Actvbeta Lrg |
5.18%
4,060
|
$434,217,000 | 0.32% |
| Cisco Systems, Inc. |
40.03%
9,017
|
$428,398,000 | 0.32% |
| Merck & Co Inc |
6.07%
3,405
|
$421,539,000 | 0.31% |
| Archer Daniels Midland Co. |
No change
6,859
|
$414,627,000 | 0.31% |
| International Business Machines Corp. |
No change
2,365
|
$409,027,000 | 0.30% |
| Wisdomtree Us Smallcap Dividend Fund Etf |
70.19%
12,447
|
$387,724,000 | 0.29% |
| Procter & Gamble Co. |
No change
2,199
|
$362,659,000 | 0.27% |
| Chipotle Mexican Grill |
3,983.69%
5,758
|
$360,739,000 | 0.27% |
| Chevron Corp. |
No change
2,303
|
$360,235,000 | 0.27% |
| Intel Corp. |
Closed
7,978
|
$352,388,000 | |
| DuPont de Nemours Inc |
No change
4,250
|
$342,083,000 | 0.25% |
| Fastenal Co. |
0.53%
5,398
|
$339,210,000 | 0.25% |
| Paychex Inc. |
Closed
2,752
|
$337,946,000 | |
| Eli Lilly And Co |
0.54%
369
|
$334,085,000 | 0.25% |
| HP Inc |
No change
9,121
|
$319,417,000 | 0.24% |
| First Trust Enhanced Equity Income Fund |
51.48%
15,596
|
$310,672,000 | 0.23% |
| Unitedhealth Group Inc Grp |
1.30%
606
|
$308,612,000 | 0.23% |
| Amphenol Corp A |
62.95%
4,346
|
$292,790,000 | 0.22% |
| EOG Resources, Inc. |
0.52%
2,304
|
$290,004,000 | 0.21% |
| Altria Group Inc. |
No change
6,279
|
$286,008,000 | 0.21% |
| Pure Storage Inc A |
No change
4,299
|
$276,039,000 | 0.20% |
| Ishares S&p Mid-cap 400 Growth Index |
No change
2,930
|
$258,162,000 | 0.19% |
| Ishares Core S & P Small Cap Etf |
15.66%
2,381
|
$253,957,000 | 0.19% |
| Exxon Mobil Corp. |
1.22%
2,194
|
$252,573,000 | 0.19% |
| Walt Disney Co (The) |
16.27%
2,542
|
$252,395,000 | 0.19% |
| Spotify Technology Sa |
26.67%
800
|
$251,032,000 | 0.19% |
| Intuit Inc |
1.81%
379
|
$249,083,000 | 0.18% |
| Technology Select Sector Spdr |
No change
1,091
|
$246,817,000 | 0.18% |
| Dow Inc |
Closed
4,246
|
$245,971,000 | |
| Caseys General Stores Inc |
Opened
640
|
$244,198,000 | 0.18% |
| Berkshire Hathaway Inc. |
3.45%
600
|
$244,080,000 | 0.18% |
| Fiserv, Inc. |
0.94%
1,587
|
$236,526,000 | 0.17% |
| Ishares Intl Select Dividend Etf |
15.65%
8,511
|
$235,499,000 | 0.17% |
| Corteva Inc |
No change
4,330
|
$233,560,000 | 0.17% |
| American Electric Power Company Inc. |
0.90%
2,653
|
$232,774,000 | 0.17% |
| Tractor Supply Co. |
0.70%
852
|
$230,040,000 | 0.17% |
| AT&T Inc. |
No change
11,919
|
$227,772,000 | 0.17% |
| L3Harris Technologies Inc |
Opened
1,012
|
$227,275,000 | 0.17% |
| Pacer Global Cash Cows Dividend Etf Dividn |
Opened
6,705
|
$226,093,000 | 0.17% |
| Union Pacific Corp. |
0.70%
996
|
$225,355,000 | 0.17% |
| Boston Scientific Corp. |
0.75%
2,919
|
$224,792,000 | 0.17% |
| Public Service Enterprise Group Inc. |
No change
3,039
|
$223,974,000 | 0.17% |
| Lam Research Corp. |
0.48%
208
|
$221,489,000 | 0.16% |
| Anheuser-Busch InBev SA/NV |
No change
3,780
|
$219,807,000 | 0.16% |
| Mondelez International Inc. |
No change
3,355
|
$219,551,000 | 0.16% |
| Mastercard Incorporated |
3.51%
495
|
$218,374,000 | 0.16% |
| United Parcel Service, Inc. |
No change
1,581
|
$216,360,000 | 0.16% |
| S&P Global Inc |
1.04%
477
|
$212,742,000 | 0.16% |
| Vanguard Consumer Discretionary Etf |
No change
680
|
$212,384,000 | 0.16% |
| Align Technology, Inc. |
Closed
639
|
$209,541,000 | |
| Sherwin-Williams Co. |
Closed
598
|
$207,703,000 | |
| Copart, Inc. |
0.93%
3,826
|
$207,216,000 | 0.15% |
| ServiceNow Inc |
1.50%
263
|
$206,894,000 | 0.15% |
| Starbucks Corp. |
Closed
2,237
|
$204,439,000 | |
| Blackrock Inc. |
41.50%
258
|
$203,129,000 | 0.15% |
| Thermo Fisher Scientific Inc. |
Closed
347
|
$201,680,000 | |
| Mettler-Toledo International, Inc. |
Opened
144
|
$201,253,000 | 0.15% |
| Ge Healthcare Technologies Inc |
Closed
2,213
|
$201,184,000 | |
| No transactions found | |||
| Showing first 500 out of 106 holdings | |||
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