Cambridge Investment Research Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Cambridge Investment Research 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
2023 Q1	–	Sell	-23,068	Closed	-$412K	–	3298
2022 Q4	$412K	Sell	23,068 -459	-2%	-$8.64K	﹤0.01%	2178
2022 Q3	$402K	Sell	23,527 -1,041	-4%	-$18.5K	﹤0.01%	2117
2022 Q2	$412K	Buy	24,568 +3,875	+19%	+$67.2K	﹤0.01%	2115
2022 Q1	$390K	Buy	20,693 +8,612	+71%	+$176K	﹤0.01%	2317
2021 Q4	$232K	Buy	+12,081	New	+$244K	﹤0.01%	2751
2017 Q1	–	Sell	-10,534	Closed	-$198K	–	1825
2016 Q4	$198K	Buy	10,534 +88	+0.8%	+$1.5K	﹤0.01%	1508
2016 Q3	$157K	Sell	10,446 -603	-5%	-$9.4K	﹤0.01%	1612
2016 Q2	$171K	Buy	+11,049	New	+$173K	﹤0.01%	1409

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FCA

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

Cambridge Investment Research Advisors's UMPQ Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 23,068 shares — an estimated $412K sold.

Cambridge Investment Research Advisors first reported a position in UMPQ in Q2 2016 and held it in 8 quarters. The position peaked at $412K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Cambridge Investment Research Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 23,068 Umpqua Holdings Corp shares in Q1 2023, an estimated $412K.
Cambridge Investment Research Advisors first reported a position in Umpqua Holdings Corp in Q2 2016 and held it in 8 quarters.
Cambridge Investment Research Advisors's Umpqua Holdings Corp position peaked at $412K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.