Sutton Wealth Advisors Inc.
- SEC CIK
- 0001999828
- Latest filing
- Nov 8, 2023
UMBF holding history
Umb Financial Corp in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UMBF overviewAll 13F holders of UMBFFull Q3 2023 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −3−100.0% | Sold out | Holders |
| Q4 2022 | 3 | $251 | <0.1% | −2−40.0% | Reduced | Holders |
| Q3 2022 | 5 | $421 | <0.1% | +5 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −3−100.0% | Sold out | Holders |
| Q1 2022 | 3 | $291 | <0.1% | −2−40.0% | Reduced | Holders |
| Q4 2021 | 5 | $531 | <0.1% | +5 | New | Holders |