CM Wealth Advisors’s UMB Financial UMBF Stock Holding History

CM 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 Q2	–	Sell	-10,868	Closed	-$669K	–	415
2023 Q1	$669K	Buy	+10,868	New	+$883K	0.13%	215

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CM Wealth Advisors's UMBF Position: Q2 2023 in Review

CM Wealth Advisors sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 10,868 shares — an estimated $669K sold.

CM Wealth Advisors first reported a position in UMBF in Q1 2023 and held it in 1 quarter. The position peaked at $669K in Q1 2023. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

CM Wealth Advisors reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 10,868 UMB Financial shares in Q2 2023, an estimated $669K.
CM Wealth Advisors first reported a position in UMB Financial in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's UMB Financial position peaked at $669K in Q1 2023.
225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.