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Heritage Wealth Management (Arizona)’s UMB Financial UMBF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$324K Buy
3,881
+2,120
+120% +$178K 0.05% 282
2022
Q3 		$148K Buy
1,761
+58
+3% +$5.25K 0.05% 281
2022
Q2 		$147K Buy
1,703
+186
+12% +$16.9K 0.05% 291
2022
Q1 		$147K Buy
+1,517
New +$155K 0.04% 321
2021
Q3 		$79K Buy
814
+125
+18% +$11.4K 0.03% 383
2021
Q2 		$64K Buy
+689
New +$65.4K 0.02% 417

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s UMBF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its UMB Financial (UMBF) stake by 120% in Q4 2022, buying an estimated $178K and bringing the position to 3,881 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #282.

Heritage Wealth Management (Arizona) first reported a position in UMBF in Q2 2021 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,881 shares of UMB Financial worth $324K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2,120 UMB Financial shares in Q4 2022, an estimated $178K.
  • UMB Financial made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #282 holding.
  • Heritage Wealth Management (Arizona) first reported a position in UMB Financial in Q2 2021 and has held it in 6 quarters since.
  • 265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.