Janney Montgomery Scott
UMPQ

Janney Montgomery Scott’s Umpqua Holdings Corp UMPQ Stock Holding History

Janney Montgomery Scott’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
-169,650
Closed -$3.03M – 2730
2022
Q4 		$3.03M Buy
169,650
+4,359
+3% +$82.1K 0.01% 845
2022
Q3 		$2.83M Buy
165,291
+22,534
+16% +$400K 0.01% 824
2022
Q2 		$2.4M Buy
142,757
+8,069
+6% +$140K 0.01% 853
2022
Q1 		$2.54M Sell
134,688
-6,801
-5% -$139K 0.01% 814
2021
Q4 		$2.72M Buy
141,489
+2,938
+2% +$59.3K 0.01% 830
2021
Q3 		$2.81M Buy
138,551
+8,123
+6% +$156K 0.01% 802
2021
Q2 		$2.41M Buy
130,428
+3,338
+3% +$62.1K 0.01% 865
2021
Q1 		$2.23M Sell
127,090
-529
-0.4% -$8.95K 0.01% 838
2020
Q4 		$1.93M Buy
127,619
+2,477
+2% +$33.9K 0.01% 886
2020
Q3 		$1.33M Buy
125,142
+5,305
+4% +$58.6K 0.01% 974
2020
Q2 		$1.27M Sell
119,837
-9,598
-7% -$107K 0.01% 939
2020
Q1 		$1.41M Buy
+129,435
New +$2.01M 0.01% 818

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

Janney Montgomery Scott's UMPQ Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 169,650 shares — an estimated $3.03M sold.

Janney Montgomery Scott first reported a position in UMPQ in Q1 2020 and held it in 12 quarters. The position peaked at $3.03M in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • Janney Montgomery Scott reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 169,650 Umpqua Holdings Corp shares in Q1 2023, an estimated $3.03M.
  • Janney Montgomery Scott first reported a position in Umpqua Holdings Corp in Q1 2020 and held it in 12 quarters.
  • Janney Montgomery Scott's Umpqua Holdings Corp position peaked at $3.03M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.