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Apollon Wealth Management’s UMB Financial UMBF Stock Holding History

Apollon Wealth Management’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-267
Closed -$14K – 653
2020
Q2 		$14K Buy
+267
New +$13.1K 0.01% 445

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Apollon Wealth Management's UMBF Position: Q3 2020 in Review

Apollon Wealth Management sold out of UMB Financial (UMBF) in Q3 2020, closing a stake of 267 shares — an estimated $14K sold.

Apollon Wealth Management first reported a position in UMBF in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 216 funds tracked by Wall St. Rank hold UMBF as of Q3 2020.

  • Apollon Wealth Management reported no remaining UMB Financial position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 267 UMB Financial shares in Q3 2020, an estimated $14K.
  • Apollon Wealth Management first reported a position in UMB Financial in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's UMB Financial position peaked at $14K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held UMB Financial as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.