Sutton Wealth Advisors’s UMB Financial UMBF Stock Holding History

Sutton 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
2023 Q1	–	Sell	-3	Closed	-$251	–	1529
2022 Q4	$251	Sell	3 -2	-40%	-$168	﹤0.01%	1576
2022 Q3	$421	Buy	+5	New	+$452	﹤0.01%	1487
2022 Q2	–	Sell	-3	Closed	-$291	–	1717
2022 Q1	$291	Sell	3 -2	-40%	-$204	﹤0.01%	1544
2021 Q4	$531	Buy	+5	New	+$516	﹤0.01%	1507
2017 Q3	–	Sell	-280	Closed	-$21K	–	1110
2017 Q2	$21K	Sell	280 -41	-13%	-$3K	0.02%	510
2017 Q1	$24.2K	Hold	321	–	–	0.02%	442
2016 Q4	$24.8K	Sell	321 -604	-65%	-$42K	0.02%	433
2016 Q3	$55K	Hold	925	–	–	0.05%	241
2016 Q2	$49.2K	Hold	925	–	–	0.05%	248
2016 Q1	$47.8K	Buy	+925	New	+$44.4K	0.05%	253

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's UMBF Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 3 shares — an estimated $251 sold.

Sutton Wealth Advisors first reported a position in UMBF in Q1 2016 and held it in 10 quarters. The position peaked at $55K in Q3 2016. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

Sutton Wealth Advisors reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 3 UMB Financial shares in Q1 2023, an estimated $251.
Sutton Wealth Advisors first reported a position in UMB Financial in Q1 2016 and held it in 10 quarters.
Sutton Wealth Advisors's UMB Financial position peaked at $55K in Q3 2016.
259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.