Concord Wealth Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

Concord Wealth Partners’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	-97	Closed	-$1.73K	–	1269
2022 Q4	$1.73K	Buy	+97	New	+$1.83K	﹤0.01%	971
2022 Q3	–	Sell	-97	Closed	-$2K	–	1262
2022 Q2	$2K	Hold	97	–	–	﹤0.01%	1088
2022 Q1	$2K	Hold	97	–	–	﹤0.01%	1156
2021 Q4	$2K	Hold	97	–	–	﹤0.01%	1183
2021 Q3	$2K	Hold	97	–	–	﹤0.01%	793
2021 Q2	$2K	Hold	97	–	–	﹤0.01%	931
2021 Q1	$2K	Buy	+97	New	+$1.64K	﹤0.01%	867

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

Concord Wealth Partners's UMPQ Position: Q1 2023 in Review

Concord Wealth Partners sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 97 shares — an estimated $1.73K sold.

Concord Wealth Partners first reported a position in UMPQ in Q1 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Concord Wealth Partners reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 97 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.73K.
Concord Wealth Partners first reported a position in Umpqua Holdings Corp in Q1 2021 and held it in 7 quarters.
Concord Wealth Partners's Umpqua Holdings Corp position peaked at $2K in Q2 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.