Belpointe Asset Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Belpointe Asset 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	-455	Closed	-$8.12K	–	3915
2022 Q4	$8.12K	Buy	+455	New	+$8.57K	﹤0.01%	2721

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

Belpointe Asset Management's UMPQ Position: Q1 2023 in Review

Belpointe Asset Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 455 shares — an estimated $8.12K sold.

Belpointe Asset Management first reported a position in UMPQ in Q4 2022 and held it in 1 quarter. The position peaked at $8.12K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Belpointe Asset Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 455 Umpqua Holdings Corp shares in Q1 2023, an estimated $8.12K.
Belpointe Asset Management first reported a position in Umpqua Holdings Corp in Q4 2022 and held it in 1 quarter.
Belpointe Asset Management's Umpqua Holdings Corp position peaked at $8.12K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.