UMB Bank’s Wells Fargo & Co. WFC.PRQ Stock Holding History

UMB Bank’s Portfolio WFC.PRQ Stock Details WFC.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-18,951	Closed	-$518K	–	2011
2021 Q3	$518K	Hold	18,951	–	–	0.01%	293
2021 Q2	$522K	Sell	18,951 -4,673	-20%	-$127K	0.01%	288
2021 Q1	$633K	Hold	23,624	–	–	0.02%	268
2020 Q4	$634K	Hold	23,624	–	–	0.02%	258
2020 Q3	$585K	Hold	23,624	–	–	0.02%	246
2020 Q2	$585K	Hold	23,624	–	–	0.02%	246
2020 Q1	$575K	Buy	23,624 +2,673	+13%	+$69.3K	0.02%	236
2019 Q4	$574K	Buy	20,951 +4,897	+31%	+$132K	0.02%	258
2019 Q3	$424	Buy	+16,054	New	+$425K	0.01%	284

Other funds holding WFC.PRQ

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

FFA

Freedman Financial Associates Peabody, Massachusetts $145M AUM 6.97% 1-Year Est. Return

UMB Bank's WFC.PRQ Position: Q4 2021 in Review

UMB Bank sold out of Wells Fargo & Co. (WFC.PRQ) in Q4 2021, closing a stake of 18,951 shares — an estimated $518K sold.

UMB Bank first reported a position in WFC.PRQ in Q3 2019 and held it in 9 quarters. The position peaked at $634K in Q4 2020. 6 funds tracked by Wall St. Rank hold WFC.PRQ as of Q4 2021.

UMB Bank reported no remaining Wells Fargo & Co. position as of Q4 2021 after selling out during the quarter.
UMB Bank sold 18,951 Wells Fargo & Co. shares in Q4 2021, an estimated $518K.
UMB Bank first reported a position in Wells Fargo & Co. in Q3 2019 and held it in 9 quarters.
UMB Bank's Wells Fargo & Co. position peaked at $634K in Q4 2020.
6 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q4 2021.

Based on UMB Bank's 13F filing for Q4 2021, filed 9 Feb 2022.