BSW
UMPQ

Buckingham Strategic Wealth’s Umpqua Holdings Corp UMPQ Stock Holding History

Buckingham Strategic Wealth’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
2021
Q1 		– Sell
-11,150
Closed -$169K – 577
2020
Q4 		$169K Buy
+11,150
New +$153K 0.01% 515

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Buckingham Strategic Wealth's UMPQ Position: Q1 2021 in Review

Buckingham Strategic Wealth sold out of Umpqua Holdings Corp (UMPQ) in Q1 2021, closing a stake of 11,150 shares — an estimated $169K sold.

Buckingham Strategic Wealth first reported a position in UMPQ in Q4 2020 and held it in 1 quarter. The position peaked at $169K in Q4 2020. 320 funds tracked by Wall St. Rank hold UMPQ as of Q1 2021.

  • Buckingham Strategic Wealth reported no remaining Umpqua Holdings Corp position as of Q1 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 11,150 Umpqua Holdings Corp shares in Q1 2021, an estimated $169K.
  • Buckingham Strategic Wealth first reported a position in Umpqua Holdings Corp in Q4 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Umpqua Holdings Corp position peaked at $169K in Q4 2020.
  • 320 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2021, filed 30 Apr 2021.