IPW
UMPQ

IronBridge Private Wealth’s Umpqua Holdings Corp UMPQ Stock Holding History

IronBridge Private Wealth’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
2022
Q1 		– Sell
-413
Closed -$8K – 317
2021
Q4 		$8K Hold
413
– – ﹤0.01% 204
2021
Q3 		$8K Hold
413
– – ﹤0.01% 171
2021
Q2 		$8K Hold
413
– – ﹤0.01% 177
2021
Q1 		$7K Hold
413
– – ﹤0.01% 188
2020
Q4 		$6K Buy
+413
New +$5.66K ﹤0.01% 185

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

IronBridge Private Wealth's UMPQ Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Umpqua Holdings Corp (UMPQ) in Q1 2022, closing a stake of 413 shares — an estimated $8K sold.

IronBridge Private Wealth first reported a position in UMPQ in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 328 funds tracked by Wall St. Rank hold UMPQ as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Umpqua Holdings Corp position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 413 Umpqua Holdings Corp shares in Q1 2022, an estimated $8K.
  • IronBridge Private Wealth first reported a position in Umpqua Holdings Corp in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Umpqua Holdings Corp position peaked at $8K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.