National Bank of Canada’s Umpqua Holdings Corp UMPQ Stock Holding History

National Bank of Canada’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	-13,000	Closed	-$232K	–	2928
2022 Q4	$232K	Sell	13,000 -132,000	-91%	-$2.49M	﹤0.01%	1433
2022 Q3	$2.48M	Buy	145,000 +69,000	+91%	+$1.23M	0.01%	730
2022 Q2	$1.27M	Buy	+76,000	New	+$1.32M	0.01%	934

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

National Bank of Canada's UMPQ Position: Q1 2023 in Review

National Bank of Canada sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 13,000 shares — an estimated $232K sold.

National Bank of Canada first reported a position in UMPQ in Q2 2022 and held it in 3 quarters. The position peaked at $2.48M in Q3 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

National Bank of Canada reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
National Bank of Canada sold 13,000 Umpqua Holdings Corp shares in Q1 2023, an estimated $232K.
National Bank of Canada first reported a position in Umpqua Holdings Corp in Q2 2022 and held it in 3 quarters.
National Bank of Canada's Umpqua Holdings Corp position peaked at $2.48M in Q3 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on National Bank of Canada's 13F filing for Q1 2023, filed 12 Apr 2023.