KB Financial Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

KB Financial Partners’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	-171	Closed	-$3K	–	608
2022 Q4	$3K	Sell	171 -63	-27%	-$1.19K	﹤0.01%	488
2022 Q3	$4K	Hold	234	–	–	﹤0.01%	450
2022 Q2	$4K	Sell	234 -144	-38%	-$2.5K	﹤0.01%	446
2022 Q1	$7K	Hold	378	–	–	﹤0.01%	446
2021 Q4	$7K	Buy	+378	New	+$7.63K	﹤0.01%	478
2021 Q3	–	Sell	-378	Closed	-$7K	–	597
2021 Q2	$7K	Sell	378 -77	-17%	-$1.43K	﹤0.01%	447
2021 Q1	$8K	Buy	+455	New	+$7.69K	﹤0.01%	468

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

KB Financial Partners's UMPQ Position: Q1 2023 in Review

KB Financial Partners sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 171 shares — an estimated $3K sold.

KB Financial Partners first reported a position in UMPQ in Q1 2021 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

KB Financial Partners reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
KB Financial Partners sold 171 Umpqua Holdings Corp shares in Q1 2023, an estimated $3K.
KB Financial Partners first reported a position in Umpqua Holdings Corp in Q1 2021 and held it in 7 quarters.
KB Financial Partners's Umpqua Holdings Corp position peaked at $8K in Q1 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on KB Financial Partners's 13F filing for Q1 2023, filed 17 May 2023.