FinTrust Capital Advisors’s UMB Financial UMBF Stock Holding History

FinTrust Capital 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 Q3	–	Sell	-24	Closed	-$2K	–	1347
2023 Q2	$2K	Hold	24	–	–	﹤0.01%	1009
2023 Q1	$2K	Hold	24	–	–	﹤0.01%	1001
2022 Q4	$2K	Sell	24 -85	-78%	-$7.14K	﹤0.01%	998
2022 Q3	$10K	Hold	109	–	–	﹤0.01%	882
2022 Q2	$10K	Hold	109	–	–	﹤0.01%	899
2022 Q1	$10K	Sell	109 -72	-40%	-$7.35K	﹤0.01%	955
2021 Q4	$19K	Hold	181	–	–	﹤0.01%	761
2021 Q3	$18K	Hold	181	–	–	﹤0.01%	769
2021 Q2	$17K	Sell	181 -4	-2%	-$380	﹤0.01%	801
2021 Q1	$17K	Hold	185	–	–	﹤0.01%	761
2020 Q4	$13K	Hold	185	–	–	﹤0.01%	779
2020 Q3	$9	Buy	185 +152	+461%	+$7.67K	﹤0.01%	848
2020 Q2	$2K	Sell	33 -43	-57%	-$2.11K	﹤0.01%	963
2020 Q1	$4K	Hold	76	–	–	﹤0.01%	922
2019 Q4	$5K	Hold	76	–	–	﹤0.01%	868
2019 Q3	$5K	Buy	76 +9	+13%	+$582	﹤0.01%	888
2019 Q2	$4K	Hold	67	–	–	﹤0.01%	883
2019 Q1	$4K	Hold	67	–	–	﹤0.01%	1000
2018 Q4	$4K	Buy	+67	New	+$4.34K	﹤0.01%	1002

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Capital Advisors's UMBF Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of UMB Financial (UMBF) in Q3 2023, closing a stake of 24 shares — an estimated $2K sold.

FinTrust Capital Advisors first reported a position in UMBF in Q4 2018 and held it in 19 quarters. The position peaked at $19K in Q4 2021. 242 funds tracked by Wall St. Rank hold UMBF as of Q3 2023.

FinTrust Capital Advisors reported no remaining UMB Financial position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 24 UMB Financial shares in Q3 2023, an estimated $2K.
FinTrust Capital Advisors first reported a position in UMB Financial in Q4 2018 and held it in 19 quarters.
FinTrust Capital Advisors's UMB Financial position peaked at $19K in Q4 2021.
242 funds tracked by Wall St. Rank held UMB Financial as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.