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Bartlett & Co Wealth Management’s UMB Financial UMBF Stock Holding History

Bartlett & Co 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
2023
Q1 		– Sell
-434
Closed -$36.4K – 1108
2022
Q4 		$36.4K Sell
434
-15
-3% -$1.26K ﹤0.01% 625
2022
Q3 		$38K Buy
449
+411
+1,082% +$37.2K ﹤0.01% 607
2022
Q2 		$3.29K Buy
+38
New +$3.44K ﹤0.01% 1109

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

Bartlett & Co Wealth Management's UMBF Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 434 shares — an estimated $36.4K sold.

Bartlett & Co Wealth Management first reported a position in UMBF in Q2 2022 and held it in 3 quarters. The position peaked at $38K in Q3 2022. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 434 UMB Financial shares in Q1 2023, an estimated $36.4K.
  • Bartlett & Co Wealth Management first reported a position in UMB Financial in Q2 2022 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's UMB Financial position peaked at $38K in Q3 2022.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.