CWAF
UMPQ

Core Wealth Advisors (Florida)’s Umpqua Holdings Corp UMPQ Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-2,000
Closed -$30K – 211
2020
Q4 		$30K Buy
+2,000
New +$27.4K 0.03% 76

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

Core Wealth Advisors (Florida)'s UMPQ Position: Q1 2021 in Review

Core Wealth Advisors (Florida) sold out of Umpqua Holdings Corp (UMPQ) in Q1 2021, closing a stake of 2,000 shares — an estimated $30K sold.

Core Wealth Advisors (Florida) first reported a position in UMPQ in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 320 funds tracked by Wall St. Rank hold UMPQ as of Q1 2021.

  • Core Wealth Advisors (Florida) reported no remaining Umpqua Holdings Corp position as of Q1 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 2,000 Umpqua Holdings Corp shares in Q1 2021, an estimated $30K.
  • Core Wealth Advisors (Florida) first reported a position in Umpqua Holdings Corp in Q4 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Umpqua Holdings Corp position peaked at $30K in Q4 2020.
  • 320 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2021, filed 4 May 2021.