CWM
UMPQ

CIBC World Markets’s Umpqua Holdings Corp UMPQ Stock Holding History

CIBC World Markets’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
Q2 		– Sell
-23,666
Closed -$415K – 1005
2021
Q1 		$415K Buy
+23,666
New +$400K ﹤0.01% 882

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

CIBC World Markets's UMPQ Position: Q2 2021 in Review

CIBC World Markets sold out of Umpqua Holdings Corp (UMPQ) in Q2 2021, closing a stake of 23,666 shares — an estimated $415K sold.

CIBC World Markets first reported a position in UMPQ in Q1 2021 and held it in 1 quarter. The position peaked at $415K in Q1 2021. 305 funds tracked by Wall St. Rank hold UMPQ as of Q2 2021.

  • CIBC World Markets reported no remaining Umpqua Holdings Corp position as of Q2 2021 after selling out during the quarter.
  • CIBC World Markets sold 23,666 Umpqua Holdings Corp shares in Q2 2021, an estimated $415K.
  • CIBC World Markets first reported a position in Umpqua Holdings Corp in Q1 2021 and held it in 1 quarter.
  • CIBC World Markets's Umpqua Holdings Corp position peaked at $415K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2021.

Based on CIBC World Markets's 13F filing for Q2 2021, filed 10 Aug 2021.