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Arete Wealth Advisors’s UMB Financial UMBF Stock Holding History

Arete Wealth Advisors’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
2023
Q1 		– Sell
-26,852
Closed -$175M – 719
2022
Q4 		$175M Buy
+26,852
New +$2.26M 0.02% 567

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arete Wealth Advisors's UMBF Position: Q1 2023 in Review

Arete Wealth Advisors sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 26,852 shares — an estimated $175M sold.

Arete Wealth Advisors first reported a position in UMBF in Q4 2022 and held it in 1 quarter. The position peaked at $175M in Q4 2022. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Arete Wealth Advisors reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 26,852 UMB Financial shares in Q1 2023, an estimated $175M.
  • Arete Wealth Advisors first reported a position in UMB Financial in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's UMB Financial position peaked at $175M in Q4 2022.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.