BDO Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

BDO 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
2023 Q1	–	Sell	-27	Closed	-$482	–	1108
2022 Q4	$482	Sell	27 -258	-91%	-$4.86K	﹤0.01%	953
2022 Q3	$5K	Hold	285	–	–	﹤0.01%	830
2022 Q2	$5K	Hold	285	–	–	﹤0.01%	793
2022 Q1	$5K	Hold	285	–	–	﹤0.01%	838
2021 Q4	$5K	Buy	285 +27	+10%	+$545	﹤0.01%	840
2021 Q3	$5K	Hold	258	–	–	﹤0.01%	839
2021 Q2	$5K	Hold	258	–	–	﹤0.01%	876
2021 Q1	$5K	Hold	258	–	–	﹤0.01%	863
2020 Q4	$4K	Hold	258	–	–	﹤0.01%	684
2020 Q3	$3K	Buy	+258	New	+$2.85K	﹤0.01%	657

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

BDO Wealth Advisors's UMPQ Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 27 shares — an estimated $482 sold.

BDO Wealth Advisors first reported a position in UMPQ in Q3 2020 and held it in 10 quarters. The position peaked at $5K in Q3 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

BDO Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 27 Umpqua Holdings Corp shares in Q1 2023, an estimated $482.
BDO Wealth Advisors first reported a position in Umpqua Holdings Corp in Q3 2020 and held it in 10 quarters.
BDO Wealth Advisors's Umpqua Holdings Corp position peaked at $5K in Q3 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.