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Pinnacle Financial Partners (Tennessee)’s UMB Financial UMBF Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2023
Q3 		– Sell
-21
Closed -$1.28K – 564
2023
Q2 		$1.28K Hold
21
– – ﹤0.01% 544
2023
Q1 		$1.21K Hold
21
– – ﹤0.01% 542
2022
Q4 		$1.75K Buy
+21
New +$1.76K ﹤0.01% 524

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Pinnacle Financial Partners (Tennessee)'s UMBF Position: Q3 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of UMB Financial (UMBF) in Q3 2023, closing a stake of 21 shares — an estimated $1.28K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in UMBF in Q4 2022 and held it in 3 quarters. The position peaked at $1.75K in Q4 2022. 242 funds tracked by Wall St. Rank hold UMBF as of Q3 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining UMB Financial position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 21 UMB Financial shares in Q3 2023, an estimated $1.28K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in UMB Financial in Q4 2022 and held it in 3 quarters.
  • Pinnacle Financial Partners (Tennessee)'s UMB Financial position peaked at $1.75K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held UMB Financial as of Q3 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2023, filed 3 Nov 2023.