HGWM
UMPQ

Harvest Group Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-206
Closed -$3K – 1114
2019
Q4 		$3K Hold
206
– – ﹤0.01% 558
2019
Q3 		$3K Buy
+206
New +$3.39K ﹤0.01% 614

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's UMPQ Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2020, closing a stake of 206 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in UMPQ in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 308 funds tracked by Wall St. Rank hold UMPQ as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 206 Umpqua Holdings Corp shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Umpqua Holdings Corp in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Umpqua Holdings Corp position peaked at $3K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.