LWM
UMPQ

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

Liberty 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
Q1 		– Sell
-311
Closed -$6K – 1015
2019
Q4 		$6K Buy
311
+4
+1% +$66 ﹤0.01% 654
2019
Q3 		$5K Buy
307
+4
+1% +$66 ﹤0.01% 652
2019
Q2 		$5K Buy
303
+3
+1% +$51 ﹤0.01% 676
2019
Q1 		$4K Sell
300
-123
-29% -$2.17K ﹤0.01% 577
2018
Q4 		$6K Buy
+423
New +$7.95K ﹤0.01% 530

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's UMPQ Position: Q1 2020 in Review

Liberty Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2020, closing a stake of 311 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in UMPQ in Q4 2018 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 308 funds tracked by Wall St. Rank hold UMPQ as of Q1 2020.

  • Liberty Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 311 Umpqua Holdings Corp shares in Q1 2020, an estimated $6K.
  • Liberty Wealth Management first reported a position in Umpqua Holdings Corp in Q4 2018 and held it in 5 quarters.
  • Liberty Wealth Management's Umpqua Holdings Corp position peaked at $6K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.