TCI Wealth Advisors’s UMB Financial UMBF Stock Holding History

TCI 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 Q2	–	Sell	-251	Closed	-$14.5K	–	2122
2023 Q1	$14.5K	Buy	251 +224	+830%	+$18.2K	﹤0.01%	874
2022 Q4	$2.25K	Sell	27 -89	-77%	-$7.48K	﹤0.01%	1945
2022 Q3	$10K	Buy	116 +4	+4%	+$362	﹤0.01%	1037
2022 Q2	$10K	Buy	112 +88	+367%	+$7.98K	﹤0.01%	1038
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	2035
2021 Q4	$3K	Hold	24	–	–	﹤0.01%	2042
2021 Q3	$2K	Sell	24 -35	-59%	-$3.19K	﹤0.01%	2185
2021 Q2	$5K	Hold	59	–	–	﹤0.01%	1494
2021 Q1	$5K	Buy	59 +35	+146%	+$2.89K	﹤0.01%	1311
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	1284
2020 Q3	$1K	Sell	24 -3	-11%	-$151	﹤0.01%	1445
2020 Q2	$1K	Sell	27 -20	-43%	-$980	﹤0.01%	1374
2020 Q1	$2K	Sell	47 -106	-69%	-$6.45K	﹤0.01%	1108
2019 Q4	$11K	Hold	153	–	–	﹤0.01%	694
2019 Q3	$10K	Hold	153	–	–	﹤0.01%	653
2019 Q2	$10K	Hold	153	–	–	﹤0.01%	631
2019 Q1	$10K	Hold	153	–	–	﹤0.01%	640
2018 Q4	$9K	Hold	153	–	–	﹤0.01%	658
2018 Q3	$11K	Hold	153	–	–	﹤0.01%	620
2018 Q2	$12K	Hold	153	–	–	0.01%	613
2018 Q1	$11K	Hold	153	–	–	0.01%	607
2017 Q4	$11K	Hold	153	–	–	﹤0.01%	617
2017 Q3	$11K	Hold	153	–	–	0.01%	581
2017 Q2	$11K	Hold	153	–	–	0.01%	578
2017 Q1	$12K	Hold	153	–	–	0.01%	549
2016 Q4	$12K	Hold	153	–	–	0.01%	595
2016 Q3	$9K	Hold	153	–	–	﹤0.01%	610
2016 Q2	$8K	Hold	153	–	–	﹤0.01%	627
2016 Q1	$8K	Sell	153 -92	-38%	-$4.42K	﹤0.01%	636
2015 Q4	$11K	Buy	+245	New	+$12.4K	0.01%	569

Other funds holding UMBF

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

TCI Wealth Advisors's UMBF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 251 shares — an estimated $14.5K sold.

TCI Wealth Advisors first reported a position in UMBF in Q4 2015 and held it in 30 quarters. The position peaked at $14.5K in Q1 2023. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

TCI Wealth Advisors reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 251 UMB Financial shares in Q2 2023, an estimated $14.5K.
TCI Wealth Advisors first reported a position in UMB Financial in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's UMB Financial position peaked at $14.5K in Q1 2023.
225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.