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 $591M AUM 26.89% 1-Year Est. Return

Blue Trust Inc's UMPQ Position: Q2 2023 in Review

Blue Trust Inc sold out of Umpqua Holdings Corp (UMPQ) in Q2 2023, closing a stake of 270 shares — an estimated $5K sold.

Blue Trust Inc first reported a position in UMPQ in Q3 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2023. 1 fund tracked by Wall St. Rank holds UMPQ as of Q2 2023.

Blue Trust Inc reported no remaining Umpqua Holdings Corp position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 270 Umpqua Holdings Corp shares in Q2 2023, an estimated $5K.
Blue Trust Inc first reported a position in Umpqua Holdings Corp in Q3 2022 and held it in 3 quarters.
Blue Trust Inc's Umpqua Holdings Corp position peaked at $5K in Q1 2023.
1 fund tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.