Adirondack Retirement Specialists’s Umpqua Holdings Corp UMPQ Stock Holding History

Adirondack Retirement Specialists’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	-400	Closed	-$7.14K	–	174
2022 Q4	$7.14K	Hold	400	–	–	0.01%	56
2022 Q3	$7K	Buy	+400	New	+$7.11K	0.01%	63

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FCA

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

Adirondack Retirement Specialists's UMPQ Position: Q1 2023 in Review

Adirondack Retirement Specialists sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 400 shares — an estimated $7.14K sold.

Adirondack Retirement Specialists first reported a position in UMPQ in Q3 2022 and held it in 2 quarters. The position peaked at $7.14K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Adirondack Retirement Specialists reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Adirondack Retirement Specialists sold 400 Umpqua Holdings Corp shares in Q1 2023, an estimated $7.14K.
Adirondack Retirement Specialists first reported a position in Umpqua Holdings Corp in Q3 2022 and held it in 2 quarters.
Adirondack Retirement Specialists's Umpqua Holdings Corp position peaked at $7.14K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q1 2023, filed 7 Apr 2023.