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

Clearview 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
2023 Q1	–	Sell	-658	Closed	-$11.7K	–	718
2022 Q4	$11.7K	Hold	658	–	–	0.01%	311
2022 Q3	$11K	Hold	658	–	–	0.01%	329
2022 Q2	$11K	Hold	658	–	–	0.01%	346
2022 Q1	$12K	Sell	658 -1,130	-63%	-$23.1K	0.01%	361
2021 Q4	$34K	Sell	1,788 -5,492	-75%	-$111K	0.02%	269
2021 Q3	$147K	Buy	7,280 +1,741	+31%	+$33.4K	0.09%	133
2021 Q2	$102K	Buy	5,539 +400	+8%	+$7.44K	0.06%	162
2021 Q1	$90K	Hold	5,139	–	–	0.06%	171
2020 Q4	$78K	Buy	+5,139	New	+$70.4K	0.05%	159

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FCA

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

Clearview Wealth Advisors's UMPQ Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 658 shares — an estimated $11.7K sold.

Clearview Wealth Advisors first reported a position in UMPQ in Q4 2020 and held it in 9 quarters. The position peaked at $147K in Q3 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Clearview Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 658 Umpqua Holdings Corp shares in Q1 2023, an estimated $11.7K.
Clearview Wealth Advisors first reported a position in Umpqua Holdings Corp in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's Umpqua Holdings Corp position peaked at $147K in Q3 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.