JFS Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

JFS Wealth 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	-213	Closed	-$3.8K	–	2005
2022 Q4	$3.8K	Sell	213 -1	-0.5%	-$19	﹤0.01%	1103
2022 Q3	$4K	Sell	214 -55	-20%	-$977	﹤0.01%	1122
2022 Q2	$5K	Buy	269 +89	+49%	+$1.54K	﹤0.01%	1033
2022 Q1	$3K	Buy	180 +110	+157%	+$2.25K	﹤0.01%	1349
2021 Q4	$1K	Buy	+70	New	+$1.41K	﹤0.01%	1662

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

JFS Wealth Advisors's UMPQ Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 213 shares — an estimated $3.8K sold.

JFS Wealth Advisors first reported a position in UMPQ in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

JFS Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 213 Umpqua Holdings Corp shares in Q1 2023, an estimated $3.8K.
JFS Wealth Advisors first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 5 quarters.
JFS Wealth Advisors's Umpqua Holdings Corp position peaked at $5K in Q2 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.