KWM
UMPQ

Kingsview Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Kingsview Wealth Management’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
2020
Q4 		– Sell
-16,611
Closed -$176K – 798
2020
Q3 		$176K Buy
+16,611
New +$183K 0.02% 578

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Kingsview Wealth Management's UMPQ Position: Q4 2020 in Review

Kingsview Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q4 2020, closing a stake of 16,611 shares — an estimated $176K sold.

Kingsview Wealth Management first reported a position in UMPQ in Q3 2020 and held it in 1 quarter. The position peaked at $176K in Q3 2020. 300 funds tracked by Wall St. Rank hold UMPQ as of Q4 2020.

  • Kingsview Wealth Management reported no remaining Umpqua Holdings Corp position as of Q4 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 16,611 Umpqua Holdings Corp shares in Q4 2020, an estimated $176K.
  • Kingsview Wealth Management first reported a position in Umpqua Holdings Corp in Q3 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Umpqua Holdings Corp position peaked at $176K in Q3 2020.
  • 300 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2020.

Based on Kingsview Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.