Financial Gravity Asset Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Financial Gravity Asset 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
2021 Q3	$20K	Buy	+2	New	+$38	0.01%	809

Other funds holding UMPQ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's UMPQ Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Umpqua Holdings Corp (UMPQ) in Q3 2021: 2 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #809 among its holdings.

308 funds tracked by Wall St. Rank hold UMPQ as of Q3 2021.

Financial Gravity Asset Management held 2 shares of Umpqua Holdings Corp worth $20K as of Q3 2021.
Umpqua Holdings Corp was a new Financial Gravity Asset Management position in Q3 2021.
Umpqua Holdings Corp made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #809 holding.
308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.