WWP
UMBF icon

WR Wealth Planners’s UMB Financial UMBF Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-119
Closed -$7.38K – 817
2023
Q3 		$7.38K Hold
119
– – ﹤0.01% 623
2023
Q2 		$7.25K Hold
119
– – ﹤0.01% 625
2023
Q1 		$6.87K Hold
119
– – ﹤0.01% 634
2022
Q4 		$9.94K Hold
119
– – 0.01% 266
2022
Q3 		$10K Hold
119
– – 0.01% 262
2022
Q2 		$10.2K Hold
119
– – 0.01% 283
2022
Q1 		$11.6K Buy
+119
New +$12.1K 0.01% 282

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's UMBF Position: Q4 2023 in Review

WR Wealth Planners sold out of UMB Financial (UMBF) in Q4 2023, closing a stake of 119 shares — an estimated $7.38K sold.

WR Wealth Planners first reported a position in UMBF in Q1 2022 and held it in 7 quarters. The position peaked at $11.6K in Q1 2022. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

  • WR Wealth Planners reported no remaining UMB Financial position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 119 UMB Financial shares in Q4 2023, an estimated $7.38K.
  • WR Wealth Planners first reported a position in UMB Financial in Q1 2022 and held it in 7 quarters.
  • WR Wealth Planners's UMB Financial position peaked at $11.6K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.