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Paces Ferry Wealth Advisors’s UMB Financial UMBF Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-23
Closed -$1K – 1053
2020
Q3 		$1K Buy
+23
New +$1.16K ﹤0.01% 994

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Paces Ferry Wealth Advisors's UMBF Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of UMB Financial (UMBF) in Q4 2020, closing a stake of 23 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in UMBF in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining UMB Financial position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 23 UMB Financial shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in UMB Financial in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's UMB Financial position peaked at $1K in Q3 2020.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.