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WealthPLAN Partners’s UMB Financial UMBF Stock Holding History

WealthPLAN 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
2024
Q3 		– Sell
-3,483
Closed -$291K – 303
2024
Q2 		$291K Sell
3,483
-2,614
-43% -$214K 0.03% 257
2024
Q1 		$530K Sell
6,097
-69,797
-92% -$5.68M 0.05% 200
2023
Q4 		$6.34M Sell
75,894
-1,887
-2% -$133K 0.65% 48
2023
Q3 		$4.83M Buy
77,781
+40,406
+108% +$2.62M 0.56% 56
2023
Q2 		$2.28M Sell
37,375
-21,837
-37% -$1.3M 0.32% 83
2023
Q1 		$3.42M Sell
59,212
-41,488
-41% -$3.37M 0.39% 67
2022
Q4 		$9.18M Buy
+100,700
New +$8.46M 0.64% 51

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UB
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State Street
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Citadel Advisors
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American Century Companies
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Wellington Management Group
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return