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Wealthcare Advisory Partners’s UMB Financial UMBF Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-300
Closed -$28K – 1784
2021
Q1 		$28K Buy
+300
New +$24.8K ﹤0.01% 1092

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Wells Fargo
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Victory Capital Management
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American Century Companies
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CIP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthcare Advisory Partners's UMBF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of UMB Financial (UMBF) in Q2 2021, closing a stake of 300 shares — an estimated $28K sold.

Wealthcare Advisory Partners first reported a position in UMBF in Q1 2021 and held it in 1 quarter. The position peaked at $28K in Q1 2021. 235 funds tracked by Wall St. Rank hold UMBF as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining UMB Financial position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 300 UMB Financial shares in Q2 2021, an estimated $28K.
  • Wealthcare Advisory Partners first reported a position in UMB Financial in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's UMB Financial position peaked at $28K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.