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Harvest Group Wealth Management’s UMB Financial UMBF Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-20
Closed -$1K – 674
2020
Q4 		$1K Hold
20
– – ﹤0.01% 576
2020
Q3 		$1K Hold
20
– – ﹤0.01% 528
2020
Q2 		$1K Hold
20
– – ﹤0.01% 431
2020
Q1 		$0 Sell
20
-16
-44% -$973 ﹤0.01% 1008
2019
Q4 		$2K Hold
36
– – ﹤0.01% 677
2019
Q3 		$2K Hold
36
– – ﹤0.01% 774
2019
Q2 		$2K Hold
36
– – ﹤0.01% 613
2019
Q1 		$2K Buy
+36
New +$2.38K ﹤0.01% 689

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Harvest Group Wealth Management's UMBF Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of UMB Financial (UMBF) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in UMBF in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 232 funds tracked by Wall St. Rank hold UMBF as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining UMB Financial position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 20 UMB Financial shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in UMB Financial in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's UMB Financial position peaked at $2K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.