Inspire Investing’s Umpqua Holdings Corp UMPQ Stock Holding History

Inspire Investing’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	-13,307	Closed	-$238K	–	802
2022 Q4	$238K	Buy	13,307 +1,199	+10%	+$22.6K	0.03%	382
2022 Q3	$207K	Sell	12,108 -546	-4%	-$9.7K	0.03%	578
2022 Q2	$212K	Buy	12,654 +59	+0.5%	+$1.02K	0.03%	614
2022 Q1	$238K	Sell	12,595 -256	-2%	-$5.24K	0.03%	406
2021 Q4	$247K	Buy	12,851 +1,169	+10%	+$23.6K	0.03%	685
2021 Q3	$237K	Buy	+11,682	New	+$224K	0.03%	455

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

Inspire Investing's UMPQ Position: Q1 2023 in Review

Inspire Investing sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 13,307 shares — an estimated $238K sold.

Inspire Investing first reported a position in UMPQ in Q3 2021 and held it in 6 quarters. The position peaked at $247K in Q4 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Inspire Investing reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Inspire Investing sold 13,307 Umpqua Holdings Corp shares in Q1 2023, an estimated $238K.
Inspire Investing first reported a position in Umpqua Holdings Corp in Q3 2021 and held it in 6 quarters.
Inspire Investing's Umpqua Holdings Corp position peaked at $247K in Q4 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

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