Bell Investment Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Bell Investment 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	-152	Closed	-$2.71K	–	2014
2022 Q4	$2.71K	Buy	152 +29	+24%	+$546	﹤0.01%	1122
2022 Q3	$2K	Hold	123	–	–	﹤0.01%	1278
2022 Q2	$2K	Buy	+123	New	+$2.13K	﹤0.01%	1283
2021 Q4	$2K	Hold	127	–	–	﹤0.01%	1285
2021 Q3	$3K	Buy	+127	New	+$2.43K	﹤0.01%	997

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

Bell Investment Advisors's UMPQ Position: Q1 2023 in Review

Bell Investment Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 152 shares — an estimated $2.71K sold.

Bell Investment Advisors first reported a position in UMPQ in Q3 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Bell Investment Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Bell Investment Advisors sold 152 Umpqua Holdings Corp shares in Q1 2023, an estimated $2.71K.
Bell Investment Advisors first reported a position in Umpqua Holdings Corp in Q3 2021 and held it in 5 quarters.
Bell Investment Advisors's Umpqua Holdings Corp position peaked at $3K in Q3 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.