HFS
UMPQ

Hantz Financial Services’s Umpqua Holdings Corp UMPQ Stock Holding History

Hantz Financial Services’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
-504
Closed -$9K – 1234
2022
Q4 		$9K Hold
504
– – ﹤0.01% 771
2022
Q3 		$9K Sell
504
-204
-29% -$3.63K ﹤0.01% 764
2022
Q2 		$12K Sell
708
-137
-16% -$2.38K ﹤0.01% 722
2022
Q1 		$16K Hold
845
– – ﹤0.01% 721
2021
Q4 		$16K Sell
845
-568
-40% -$11.5K ﹤0.01% 645
2021
Q3 		$29K Hold
1,413
– – ﹤0.01% 586
2021
Q2 		$26K Sell
1,413
-48,094
-97% -$895K ﹤0.01% 596
2021
Q1 		$869K Buy
49,507
+9,135
+23% +$154K 0.04% 301
2020
Q4 		$611K Buy
40,372
+1,683
+4% +$23.1K 0.03% 324
2020
Q3 		$411K Buy
38,689
+3,211
+9% +$35.5K 0.02% 326
2020
Q2 		$377K Buy
35,478
+3,272
+10% +$36.6K 0.02% 318
2020
Q1 		$351K Buy
+32,206
New +$501K 0.02% 306

Other funds holding UMPQ

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Hantz Financial Services's UMPQ Position: Q1 2023 in Review

Hantz Financial Services sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 504 shares — an estimated $9K sold.

Hantz Financial Services first reported a position in UMPQ in Q1 2020 and held it in 12 quarters. The position peaked at $869K in Q1 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • Hantz Financial Services reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • Hantz Financial Services sold 504 Umpqua Holdings Corp shares in Q1 2023, an estimated $9K.
  • Hantz Financial Services first reported a position in Umpqua Holdings Corp in Q1 2020 and held it in 12 quarters.
  • Hantz Financial Services's Umpqua Holdings Corp position peaked at $869K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Hantz Financial Services's 13F filing for Q1 2023, filed 16 May 2023.