Baystate Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Baystate Wealth Management’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	-537	Closed	-$10K	–	1091
2022 Q4	$10K	Buy	537 +6	+1%	+$113	﹤0.01%	581
2022 Q3	$9K	Buy	531 +6	+1%	+$107	﹤0.01%	569
2022 Q2	$9K	Buy	525 +7	+1%	+$121	﹤0.01%	595
2022 Q1	$10K	Buy	518 +5	+1%	+$102	﹤0.01%	587
2021 Q4	$10K	Buy	+513	New	+$10.4K	﹤0.01%	584

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

Baystate Wealth Management's UMPQ Position: Q1 2023 in Review

Baystate Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 537 shares — an estimated $10K sold.

Baystate Wealth Management first reported a position in UMPQ in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Baystate Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Baystate Wealth Management sold 537 Umpqua Holdings Corp shares in Q1 2023, an estimated $10K.
Baystate Wealth Management first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 5 quarters.
Baystate Wealth Management's Umpqua Holdings Corp position peaked at $10K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.