Evoke Wealth’s Umpqua Holdings Corp UMPQ Stock Holding History

Evoke 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
2021 Q2	–	Sell	-87	Closed	-$2K	–	1252
2021 Q1	$2K	Buy	+87	New	+$1.47K	﹤0.01%	1071

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Evoke Wealth's UMPQ Position: Q2 2021 in Review

Evoke Wealth sold out of Umpqua Holdings Corp (UMPQ) in Q2 2021, closing a stake of 87 shares — an estimated $2K sold.

Evoke Wealth first reported a position in UMPQ in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 305 funds tracked by Wall St. Rank hold UMPQ as of Q2 2021.

Evoke Wealth reported no remaining Umpqua Holdings Corp position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 87 Umpqua Holdings Corp shares in Q2 2021, an estimated $2K.
Evoke Wealth first reported a position in Umpqua Holdings Corp in Q1 2021 and held it in 1 quarter.
Evoke Wealth's Umpqua Holdings Corp position peaked at $2K in Q1 2021.
305 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.