APA
UMPQ

American Portfolios Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

American Portfolios Advisors’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
2021
Q4 		– Sell
-1,114
Closed -$22.6K – 3618
2021
Q3 		$22.6K Buy
+1,114
New +$21.4K ﹤0.01% 2230
2020
Q3 		– Sell
-51
Closed -$543 – 3006
2020
Q2 		$543 Hold
51
– – ﹤0.01% 2756
2020
Q1 		$556 Sell
51
-137
-73% -$2.13K ﹤0.01% 2654
2019
Q4 		$3.33K Sell
188
-7,711
-98% -$128K ﹤0.01% 2415
2019
Q3 		$130K Sell
7,899
-2,745
-26% -$45.1K 0.01% 873
2019
Q2 		$177K Buy
10,644
+10,521
+8,554% +$178K 0.01% 760
2019
Q1 		$2.03K Sell
123
-1,023
-89% -$18K ﹤0.01% 2377
2018
Q4 		$18.2K Buy
+1,146
New +$21.5K ﹤0.01% 1414
2018
Q2 		– Sell
-611
Closed -$13.1K – 2450
2018
Q1 		$13.1K Buy
611
+289
+90% +$6.31K ﹤0.01% 1543
2017
Q4 		$6.7K Buy
+322
New +$6.65K ﹤0.01% 1720

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

American Portfolios Advisors's UMPQ Position: Q4 2021 in Review

American Portfolios Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q4 2021, closing a stake of 1,114 shares — an estimated $22.6K sold.

American Portfolios Advisors first reported a position in UMPQ in Q4 2017 and held it in 10 quarters. The position peaked at $177K in Q2 2019. 320 funds tracked by Wall St. Rank hold UMPQ as of Q4 2021.

  • American Portfolios Advisors reported no remaining Umpqua Holdings Corp position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 1,114 Umpqua Holdings Corp shares in Q4 2021, an estimated $22.6K.
  • American Portfolios Advisors first reported a position in Umpqua Holdings Corp in Q4 2017 and held it in 10 quarters.
  • American Portfolios Advisors's Umpqua Holdings Corp position peaked at $177K in Q2 2019.
  • 320 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.