Advisor Partners II’s Umpqua Holdings Corp UMPQ Stock Holding History

Advisor Partners II’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	-10,527	Closed	-$188K	–	1053
2022 Q4	$188K	Sell	10,527 -140	-1%	-$2.64K	0.01%	869
2022 Q3	$182K	Buy	+10,667	New	+$190K	0.01%	773

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

Advisor Partners II's UMPQ Position: Q1 2023 in Review

Advisor Partners II sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 10,527 shares — an estimated $188K sold.

Advisor Partners II first reported a position in UMPQ in Q3 2022 and held it in 2 quarters. The position peaked at $188K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Advisor Partners II reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Advisor Partners II sold 10,527 Umpqua Holdings Corp shares in Q1 2023, an estimated $188K.
Advisor Partners II first reported a position in Umpqua Holdings Corp in Q3 2022 and held it in 2 quarters.
Advisor Partners II's Umpqua Holdings Corp position peaked at $188K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Advisor Partners II's 13F filing for Q1 2023, filed 15 May 2023.