Inspire Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Inspire Advisors’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	-27,880	Closed	-$498K	–	245
2022 Q4	$498K	Buy	27,880 +7,351	+36%	+$138K	0.13%	62
2022 Q3	$351K	Buy	20,529 +10,293	+101%	+$183K	0.1%	41
2022 Q2	$172K	Buy	+10,236	New	+$178K	0.05%	98

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

Inspire Advisors's UMPQ Position: Q1 2023 in Review

Inspire Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 27,880 shares — an estimated $498K sold.

Inspire Advisors first reported a position in UMPQ in Q2 2022 and held it in 3 quarters. The position peaked at $498K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Inspire Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Inspire Advisors sold 27,880 Umpqua Holdings Corp shares in Q1 2023, an estimated $498K.
Inspire Advisors first reported a position in Umpqua Holdings Corp in Q2 2022 and held it in 3 quarters.
Inspire Advisors's Umpqua Holdings Corp position peaked at $498K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Inspire Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.