UMB Bank’s Twin Vee PowerCats VEEE Stock Holding History

UMB Bank’s Portfolio VEEE Stock Details VEEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-246	Closed	-$166K	–	1790
2022 Q4	$166K	Hold	246	–	–	﹤0.01%	613
2022 Q3	$222K	Buy	+246	New	+$358K	﹤0.01%	583

Other funds holding VEEE

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

UMB Bank's VEEE Position: Q1 2023 in Review

UMB Bank sold out of Twin Vee PowerCats (VEEE) in Q1 2023, closing a stake of 246 shares — an estimated $166K sold.

UMB Bank first reported a position in VEEE in Q3 2022 and held it in 2 quarters. The position peaked at $222K in Q3 2022. 14 funds tracked by Wall St. Rank hold VEEE as of Q1 2023.

UMB Bank reported no remaining Twin Vee PowerCats position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 246 Twin Vee PowerCats shares in Q1 2023, an estimated $166K.
UMB Bank first reported a position in Twin Vee PowerCats in Q3 2022 and held it in 2 quarters.
UMB Bank's Twin Vee PowerCats position peaked at $222K in Q3 2022.
14 funds tracked by Wall St. Rank held Twin Vee PowerCats as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.