UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q1 2024
Shares 25 Value ($000) $2 Avg Close $81.32 Range $76.73 - $87.36
Q3 2023
Shares 28 Value ($000) $2 Avg Close $64.95 Range $57.84 - $72.91
Q2 2023
Shares 28 Value ($000) $2 Avg Close $59.67 Range $50.68 - $68.14
Q1 2023
Shares 25 Value ($000) $1 Avg Close $81.27 Range $51.28 - $92.68
Q4 2022
Shares 3 Value ($000) $0 Avg Close $84.02 Range $76.97 - $92.70
Q2 2022
Shares 103 Value ($000) $9 Avg Close $90.65 Range $81.57 - $99.27
Q1 2022
Shares 100 Value ($000) $10 Avg Close $102.07 Range $94.52 - $112.24
Q4 2021
Shares 100 Value ($000) $11 Avg Close $103.16 Range $94.12 - $109.90
Q2 2021
Shares 100 Value ($000) $9 Avg Close $94.99 Range $84.30 - $99.98
Q1 2021
Shares 141 Value ($000) $13 Avg Close $82.61 Range $67.33 - $99.82