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Liberty Wealth Management’s UMB Financial UMBF Stock Holding History

Liberty 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
Q4 		– Sell
-179
Closed -$18K – 1040
2021
Q3 		$18K Buy
179
+90
+101% +$8.21K 0.01% 687
2021
Q2 		$8K Sell
89
-4
-4% -$380 ﹤0.01% 715
2021
Q1 		$6K Hold
93
– – ﹤0.01% 683
2020
Q4 		$6K Hold
93
– – ﹤0.01% 678
2020
Q3 		$5K Buy
93
+4
+4% +$202 ﹤0.01% 638
2020
Q2 		$5K Hold
89
– – ﹤0.01% 626
2020
Q1 		$4K Sell
89
-3
-3% -$183 ﹤0.01% 643
2019
Q4 		$6K Hold
92
– – ﹤0.01% 649
2019
Q3 		$6K Buy
92
+1
+1% +$65 0.01% 613
2019
Q2 		$6K Sell
91
-10
-10% -$659 0.01% 638
2019
Q1 		$6K Buy
101
+1
+1% +$66 ﹤0.01% 525
2018
Q4 		$6K Buy
+100
New +$6.48K ﹤0.01% 525

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Liberty Wealth Management's UMBF Position: Q4 2021 in Review

Liberty Wealth Management sold out of UMB Financial (UMBF) in Q4 2021, closing a stake of 179 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in UMBF in Q4 2018 and held it in 12 quarters. The position peaked at $18K in Q3 2021. 256 funds tracked by Wall St. Rank hold UMBF as of Q4 2021.

  • Liberty Wealth Management reported no remaining UMB Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 179 UMB Financial shares in Q4 2021, an estimated $18K.
  • Liberty Wealth Management first reported a position in UMB Financial in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's UMB Financial position peaked at $18K in Q3 2021.
  • 256 funds tracked by Wall St. Rank held UMB Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.