44 Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

44 Wealth Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,046	Closed	-$197K	–	184
2022 Q4	$197K	Buy	11,046 +650	+6%	+$12.2K	0.07%	171
2022 Q3	$178K	Hold	10,396	–	–	0.07%	160
2022 Q2	$174K	Hold	10,396	–	–	0.07%	164
2022 Q1	$196K	Hold	10,396	–	–	0.07%	167
2021 Q4	$200K	Hold	10,396	–	–	0.07%	179
2021 Q3	$211K	Hold	10,396	–	–	0.08%	165
2021 Q2	$192K	Hold	10,396	–	–	0.07%	174
2021 Q1	$182K	Hold	10,396	–	–	0.08%	154
2020 Q4	$157K	Buy	+10,396	New	+$142K	0.07%	156

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

44 Wealth Management's UMPQ Position: Q1 2023 in Review

44 Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 11,046 shares — an estimated $197K sold.

44 Wealth Management first reported a position in UMPQ in Q4 2020 and held it in 9 quarters. The position peaked at $211K in Q3 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

44 Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
44 Wealth Management sold 11,046 Umpqua Holdings Corp shares in Q1 2023, an estimated $197K.
44 Wealth Management first reported a position in Umpqua Holdings Corp in Q4 2020 and held it in 9 quarters.
44 Wealth Management's Umpqua Holdings Corp position peaked at $211K in Q3 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on 44 Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.