Covestor’s Umpqua Holdings Corp UMPQ Stock Holding History

Covestor’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	-3,618	Closed	-$65K	–	2780
2022 Q4	$65K	Buy	3,618 +49	+1%	+$923	0.05%	619
2022 Q3	$61K	Sell	3,569 -3,135	-47%	-$55.7K	0.05%	626
2022 Q2	$112K	Buy	6,704 +1,655	+33%	+$28.7K	0.09%	357
2022 Q1	$95K	Buy	5,049 +2,464	+95%	+$50.5K	0.06%	541
2021 Q4	$50K	Buy	+2,585	New	+$52.2K	0.07%	545

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

Covestor's UMPQ Position: Q1 2023 in Review

Covestor sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 3,618 shares — an estimated $65K sold.

Covestor first reported a position in UMPQ in Q4 2021 and held it in 5 quarters. The position peaked at $112K in Q2 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Covestor reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Covestor sold 3,618 Umpqua Holdings Corp shares in Q1 2023, an estimated $65K.
Covestor first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 5 quarters.
Covestor's Umpqua Holdings Corp position peaked at $112K in Q2 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.