APWA
UMPQ

Atlas Private Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Atlas Private Wealth 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
Q2 		– Sell
-35
Closed -$1K – 970
2021
Q1 		$1K Buy
+35
New +$592 ﹤0.01% 857

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Atlas Private Wealth Advisors's UMPQ Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q2 2021, closing a stake of 35 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in UMPQ in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 305 funds tracked by Wall St. Rank hold UMPQ as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 35 Umpqua Holdings Corp shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Umpqua Holdings Corp in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Umpqua Holdings Corp position peaked at $1K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.