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IndexIQ Advisors’s UMB Financial UMBF Stock Holding History

IndexIQ 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
2022
Q1 		$394K Sell
4,058
-516
-11% -$52.7K 0.01% 794
2021
Q4 		$485K Sell
4,574
-295
-6% -$30.4K 0.02% 600
2021
Q3 		$471K Buy
4,869
+487
+11% +$44.4K 0.02% 616
2021
Q2 		$408K Buy
4,382
+78
+2% +$7.41K 0.01% 677
2021
Q1 		$397K Buy
+4,304
New +$356K 0.01% 807

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

IndexIQ Advisors's UMBF Position: Q1 2022 in Review

IndexIQ Advisors reduced its UMB Financial (UMBF) stake by 11% in Q1 2022, selling an estimated $52.7K and leaving 4,058 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #794.

IndexIQ Advisors first reported a position in UMBF in Q1 2021 and has held it in 5 quarters since. The position peaked at $485K in Q4 2021. 253 funds tracked by Wall St. Rank hold UMBF as of Q1 2022.

  • IndexIQ Advisors held 4,058 shares of UMB Financial worth $394K as of Q1 2022.
  • IndexIQ Advisors sold 516 UMB Financial shares in Q1 2022, an estimated $52.7K.
  • UMB Financial made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #794 holding.
  • IndexIQ Advisors first reported a position in UMB Financial in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's UMB Financial position peaked at $485K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held UMB Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.