LWA
UMPQ

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

Lenox 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
2020
Q2 		– Sell
-99
Closed -$1K – 830
2020
Q1 		$1K Hold
99
– – ﹤0.01% 745
2019
Q4 		$2K Hold
99
– – ﹤0.01% 646
2019
Q3 		$2K Buy
+99
New +$1.63K ﹤0.01% 547

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's UMPQ Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q2 2020, closing a stake of 99 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in UMPQ in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 298 funds tracked by Wall St. Rank hold UMPQ as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 99 Umpqua Holdings Corp shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Umpqua Holdings Corp in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Umpqua Holdings Corp position peaked at $2K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.