APP
UMPQ

Avantax Planning Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

Avantax Planning Partners’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
2020
Q2 		– Sell
-11,459
Closed -$125K – 294
2020
Q1 		$125K Buy
+11,459
New +$178K 0.01% 262
2018
Q4 		– Sell
-661
Closed -$14K – 1290
2018
Q3 		$14K Buy
+661
New +$14.4K ﹤0.01% 801

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's UMPQ Position: Q2 2020 in Review

Avantax Planning Partners sold out of Umpqua Holdings Corp (UMPQ) in Q2 2020, closing a stake of 11,459 shares — an estimated $125K sold.

Avantax Planning Partners first reported a position in UMPQ in Q3 2018 and held it in 2 quarters. The position peaked at $125K in Q1 2020. 298 funds tracked by Wall St. Rank hold UMPQ as of Q2 2020.

  • Avantax Planning Partners reported no remaining Umpqua Holdings Corp position as of Q2 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 11,459 Umpqua Holdings Corp shares in Q2 2020, an estimated $125K.
  • Avantax Planning Partners first reported a position in Umpqua Holdings Corp in Q3 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Umpqua Holdings Corp position peaked at $125K in Q1 2020.
  • 298 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2020.

Based on Avantax Planning Partners's 13F filing for Q2 2020, filed 15 Jul 2020.