NewEdge Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-101	Closed	-$1.8K	–	4334
2022 Q4	$1.8K	Buy	+101	New	+$1.9K	﹤0.01%	2868

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

NewEdge Advisors's UMPQ Position: Q1 2023 in Review

NewEdge Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 101 shares — an estimated $1.8K sold.

NewEdge Advisors first reported a position in UMPQ in Q4 2022 and held it in 1 quarter. The position peaked at $1.8K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

NewEdge Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 101 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.8K.
NewEdge Advisors first reported a position in Umpqua Holdings Corp in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Umpqua Holdings Corp position peaked at $1.8K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.