CPA
UMPQ

Cardiff Park Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Cardiff Park 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
-10,600
Closed -$189K – 335
2022
Q4 		$189K Hold
10,600
– – 0.03% 230
2022
Q3 		$181K Hold
10,600
– – 0.03% 235
2022
Q2 		$178K Hold
10,600
– – 0.03% 235
2022
Q1 		$200K Hold
10,600
– – 0.03% 231
2021
Q4 		$204K Buy
+10,600
New +$214K 0.03% 235

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

Cardiff Park Advisors's UMPQ Position: Q1 2023 in Review

Cardiff Park Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 10,600 shares — an estimated $189K sold.

Cardiff Park Advisors first reported a position in UMPQ in Q4 2021 and held it in 5 quarters. The position peaked at $204K in Q4 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • Cardiff Park Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • Cardiff Park Advisors sold 10,600 Umpqua Holdings Corp shares in Q1 2023, an estimated $189K.
  • Cardiff Park Advisors first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 5 quarters.
  • Cardiff Park Advisors's Umpqua Holdings Corp position peaked at $204K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Cardiff Park Advisors's 13F filing for Q1 2023, filed 15 May 2023.