BWA
UMPQ

Burt Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Burt Wealth Advisors’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
-209
Closed -$3K – 381
2020
Q4 		$3K Buy
+209
New +$2.86K ﹤0.01% 337

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

Burt Wealth Advisors's UMPQ Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2021, closing a stake of 209 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in UMPQ in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 320 funds tracked by Wall St. Rank hold UMPQ as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 209 Umpqua Holdings Corp shares in Q1 2021, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Umpqua Holdings Corp in Q4 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's Umpqua Holdings Corp position peaked at $3K in Q4 2020.
  • 320 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.