Empirical Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Empirical Wealth Management’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	-165,611	Closed	-$2.96M	–	492
2022 Q4	$2.96M	Sell	165,611 -100	-0.1%	-$1.88K	0.14%	112
2022 Q3	$2.83M	Buy	+165,711	New	+$2.94M	0.15%	101

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

Empirical Wealth Management's UMPQ Position: Q1 2023 in Review

Empirical Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 165,611 shares — an estimated $2.96M sold.

Empirical Wealth Management first reported a position in UMPQ in Q3 2022 and held it in 2 quarters. The position peaked at $2.96M in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Empirical Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Empirical Wealth Management sold 165,611 Umpqua Holdings Corp shares in Q1 2023, an estimated $2.96M.
Empirical Wealth Management first reported a position in Umpqua Holdings Corp in Q3 2022 and held it in 2 quarters.
Empirical Wealth Management's Umpqua Holdings Corp position peaked at $2.96M in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Empirical Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.