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Belpointe Asset Management’s UMB Financial UMBF Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-50
Closed -$2.89K – 3225
2023
Q1 		$2.89K Buy
+50
New +$4.06K ﹤0.01% 3208

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Vanguard Group
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Goldman Sachs
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Allspring Global Investments
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American Century Companies
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belpointe Asset Management's UMBF Position: Q2 2023 in Review

Belpointe Asset Management sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 50 shares — an estimated $2.89K sold.

Belpointe Asset Management first reported a position in UMBF in Q1 2023 and held it in 1 quarter. The position peaked at $2.89K in Q1 2023. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • Belpointe Asset Management reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 50 UMB Financial shares in Q2 2023, an estimated $2.89K.
  • Belpointe Asset Management first reported a position in UMB Financial in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's UMB Financial position peaked at $2.89K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.