Corient Private Wealth’s Umpqua Holdings Corp UMPQ Stock Holding History

Corient Private Wealth’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	-13,104	Closed	-$234K	–	2070
2022 Q4	$234K	Buy	+13,104	New	+$247K	﹤0.01%	1436

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

Corient Private Wealth's UMPQ Position: Q1 2023 in Review

Corient Private Wealth sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 13,104 shares — an estimated $234K sold.

Corient Private Wealth first reported a position in UMPQ in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Corient Private Wealth reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Corient Private Wealth sold 13,104 Umpqua Holdings Corp shares in Q1 2023, an estimated $234K.
Corient Private Wealth first reported a position in Umpqua Holdings Corp in Q4 2022 and held it in 1 quarter.
Corient Private Wealth's Umpqua Holdings Corp position peaked at $234K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Corient Private Wealth's 13F filing for Q1 2023, filed 15 May 2023.