Capital Advisors Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Capital Advisors Wealth Management’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	-77,263	Closed	-$1.38M	–	154
2022 Q4	$1.38M	Buy	77,263 +3,439	+5%	+$64.8K	0.42%	40
2022 Q3	$1.26M	Buy	73,824 +40,464	+121%	+$719K	0.42%	41
2022 Q2	$559K	Buy	33,360 +8,250	+33%	+$143K	0.18%	65
2022 Q1	$474K	Buy	+25,110	New	+$514K	0.15%	72

Other funds holding UMPQ

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FCA

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

Capital Advisors Wealth Management's UMPQ Position: Q1 2023 in Review

Capital Advisors Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 77,263 shares — an estimated $1.38M sold.

Capital Advisors Wealth Management first reported a position in UMPQ in Q1 2022 and held it in 4 quarters. The position peaked at $1.38M in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Capital Advisors Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Capital Advisors Wealth Management sold 77,263 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.38M.
Capital Advisors Wealth Management first reported a position in Umpqua Holdings Corp in Q1 2022 and held it in 4 quarters.
Capital Advisors Wealth Management's Umpqua Holdings Corp position peaked at $1.38M in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.