Financial Management Professionals’s Umpqua Holdings Corp UMPQ Stock Holding History

Financial Management Professionals’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	-14	Closed	–	–	1187
2022 Q4	$0	Buy	+14	New	+$264	﹤0.01%	1124
2016 Q3	–	Sell	-460	Closed	-$7K	–	446
2016 Q2	$7K	Buy	+460	New	+$7.18K	﹤0.01%	271

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

Financial Management Professionals's UMPQ Position: Q1 2023 in Review

Financial Management Professionals sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 14 shares.

Financial Management Professionals first reported a position in UMPQ in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q2 2016. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Financial Management Professionals reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Financial Management Professionals sold 14 Umpqua Holdings Corp shares in Q1 2023.
Financial Management Professionals first reported a position in Umpqua Holdings Corp in Q2 2016 and held it in 2 quarters.
Financial Management Professionals's Umpqua Holdings Corp position peaked at $7K in Q2 2016.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.