Column Capital Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Column Capital 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	-2,362	Closed	-$42.2K	–	890
2022 Q4	$42.2K	Hold	2,362	–	–	0.01%	323
2022 Q3	$40K	Hold	2,362	–	–	0.01%	305
2022 Q2	$40K	Hold	2,362	–	–	0.01%	311
2022 Q1	$45K	Hold	2,362	–	–	0.01%	305
2021 Q4	$45K	Hold	2,362	–	–	0.01%	310
2021 Q3	$48K	Sell	2,362 -319	-12%	-$6.11K	0.01%	275
2021 Q2	$49K	Sell	2,681 -446	-14%	-$8.3K	0.01%	277
2021 Q1	$55K	Sell	3,127 -313	-9%	-$5.29K	0.01%	256
2020 Q4	$52K	Sell	3,440 -151	-4%	-$2.07K	0.01%	265
2020 Q3	$38K	Hold	3,591	–	–	0.01%	289
2020 Q2	$38K	Hold	3,591	–	–	0.01%	289
2020 Q1	$39K	Hold	3,591	–	–	0.02%	235
2019 Q4	$63K	Buy	+3,591	New	+$59.4K	0.03%	204

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

Column Capital Advisors's UMPQ Position: Q1 2023 in Review

Column Capital Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 2,362 shares — an estimated $42.2K sold.

Column Capital Advisors first reported a position in UMPQ in Q4 2019 and held it in 13 quarters. The position peaked at $63K in Q4 2019. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Column Capital Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Column Capital Advisors sold 2,362 Umpqua Holdings Corp shares in Q1 2023, an estimated $42.2K.
Column Capital Advisors first reported a position in Umpqua Holdings Corp in Q4 2019 and held it in 13 quarters.
Column Capital Advisors's Umpqua Holdings Corp position peaked at $63K in Q4 2019.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Column Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.