UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q3 2021
Shares 179 Value ($000) $18 Avg Close $91.22 Range $84.21 - $99.18
Q2 2021
Shares 89 Value ($000) $8 Avg Close $94.99 Range $84.30 - $99.98
Q1 2021
Shares 93 Value ($000) $6 Avg Close $82.61 Range $67.33 - $99.82
Q4 2020
Shares 93 Value ($000) $6 Avg Close $64.13 Range $47.85 - $72.76
Q3 2020
Shares 93 Value ($000) $5 Avg Close $50.48 Range $43.79 - $56.41
Q2 2020
Shares 89 Value ($000) $5 Avg Close $49.02 Range $40.02 - $62.65
Q1 2020
Shares 89 Value ($000) $4 Avg Close $60.84 Range $39.47 - $70.26
Q4 2019
Shares 92 Value ($000) $6 Avg Close $66.36 Range $61.48 - $70.25
Q3 2019
Shares 92 Value ($000) $6 Avg Close $64.62 Range $60.18 - $69.31
Q2 2019
Shares 91 Value ($000) $6 Avg Close $65.95 Range $61.14 - $71.97
Q1 2019
Shares 101 Value ($000) $6 Avg Close $66.11 Range $59.88 - $69.73
Q4 2018
Shares 100 Value ($000) $6 Avg Close $64.83 Range $57.00 - $73.14