Moisand Fitzgerald Tamayo’s Umpqua Holdings Corp UMPQ Stock Holding History

Moisand Fitzgerald Tamayo’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	-85	Closed	-$1.52K	–	826
2022 Q4	$1.52K	Buy	85 +32	+60%	+$603	﹤0.01%	604
2022 Q3	$1K	Buy	+53	New	+$942	﹤0.01%	681

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Moisand Fitzgerald Tamayo's UMPQ Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 85 shares — an estimated $1.52K sold.

Moisand Fitzgerald Tamayo first reported a position in UMPQ in Q3 2022 and held it in 2 quarters. The position peaked at $1.52K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Moisand Fitzgerald Tamayo reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 85 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.52K.
Moisand Fitzgerald Tamayo first reported a position in Umpqua Holdings Corp in Q3 2022 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's Umpqua Holdings Corp position peaked at $1.52K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.