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

BerganKDV 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	-79	Closed	-$1.4K	–	1132
2022 Q4	$1.4K	Sell	79 -177	-69%	-$3.33K	﹤0.01%	843
2022 Q3	$4K	Buy	256 +2	+0.8%	+$36	﹤0.01%	734
2022 Q2	$4K	Buy	254 +3	+1%	+$52	﹤0.01%	751
2022 Q1	$5K	Buy	251 +1	+0.4%	+$20	﹤0.01%	741
2021 Q4	$5K	Buy	250 +2	+0.8%	+$40	﹤0.01%	794
2021 Q3	$5K	Buy	248 +2	+0.8%	+$38	﹤0.01%	764
2021 Q2	$5K	Buy	246 +2	+0.8%	+$37	﹤0.01%	714
2021 Q1	$4K	Buy	244 +2	+0.8%	+$34	﹤0.01%	714
2020 Q4	$4K	Hold	242	–	–	﹤0.01%	711
2020 Q3	$3K	Buy	242 +140	+137%	+$1.55K	﹤0.01%	670
2020 Q2	$1K	Buy	+102	New	+$1.14K	﹤0.01%	929

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 79 shares — an estimated $1.4K sold.

BerganKDV Wealth Management first reported a position in UMPQ in Q2 2020 and held it in 11 quarters. The position peaked at $5K in Q1 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

BerganKDV Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 79 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.4K.
BerganKDV Wealth Management first reported a position in Umpqua Holdings Corp in Q2 2020 and held it in 11 quarters.
BerganKDV Wealth Management's Umpqua Holdings Corp position peaked at $5K in Q1 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.