BTI
UMPQ

Blue Trust Inc’s Umpqua Holdings Corp UMPQ Stock Holding History

Blue Trust Inc’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
Q2 		– Sell
-270
Closed -$5K – 2661
2023
Q1 		$5K Buy
270
+116
+75% +$2.09K ﹤0.01% 1817
2022
Q4 		$3K Hold
154
– – ﹤0.01% 1886
2022
Q3 		$3K Buy
+154
New +$2.74K ﹤0.01% 1738

Other funds holding UMPQ

FCA
FinTrust Capital Advisors Greenville, South Carolina $589M AUM 26.89% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return