Nisa Investment Advisors
UMPQ

Nisa Investment Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Nisa Investment 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
-49,490
Closed -$883K – 2804
2022
Q4 		$883K Hold
49,490
– – 0.01% 945
2022
Q3 		$861K Buy
49,490
+160
+0.3% +$2.84K 0.01% 859
2022
Q2 		$827K Sell
49,330
-3,000
-6% -$52K 0.01% 880
2022
Q1 		$987K Sell
52,330
-770
-1% -$15.8K 0.01% 870
2021
Q4 		$1.08M Hold
53,100
– – 0.01% 805
2021
Q3 		$1.07K Hold
53,100
– – 0.01% 889
2021
Q2 		$980 Sell
53,100
-16,000
-23% -$298K 0.01% 945
2021
Q1 		$1.21K Buy
69,100
+7,645
+12% +$129K 0.01% 886
2020
Q4 		$930K Buy
61,455
+9,100
+17% +$125K 0.01% 958
2020
Q3 		$556K Hold
52,355
– – ﹤0.01% 1012
2020
Q2 		$557K Sell
52,355
-29,000
-36% -$325K 0.01% 987
2020
Q1 		$887K Sell
81,355
-36,800
-31% -$572K 0.01% 743
2019
Q4 		$2.09M Buy
118,155
+3,100
+3% +$51.3K 0.02% 625
2019
Q3 		$1.89M Sell
115,055
-4,000
-3% -$65.7K 0.02% 672
2019
Q2 		$1.98M Buy
119,055
+7,180
+6% +$121K 0.02% 638
2019
Q1 		$1.85M Hold
111,875
– – 0.02% 647
2018
Q4 		$1.78M Sell
111,875
-7,200
-6% -$135K 0.02% 599
2018
Q3 		$2.48M Buy
119,075
+9,600
+9% +$210K 0.02% 579
2018
Q2 		$2.47M Sell
109,475
-4,950
-4% -$116K 0.03% 546
2018
Q1 		$2.45M Buy
114,425
+1,100
+1% +$24K 0.03% 547
2017
Q4 		$2.36M Sell
113,325
-10,000
-8% -$207K 0.02% 555
2017
Q3 		$2.41M Buy
123,325
+150
+0.1% +$2.73K 0.03% 532
2017
Q2 		$2.21M Buy
123,175
+11,490
+10% +$204K 0.03% 556
2017
Q1 		$1.98M Sell
111,685
-3,370
-3% -$61.9K 0.02% 609
2016
Q4 		$2.16M Hold
115,055
– – 0.03% 591
2016
Q3 		$1.73M Buy
115,055
+2,000
+2% +$31.2K 0.02% 616
2016
Q2 		$1.75M Hold
113,055
– – 0.02% 595
2016
Q1 		$1.79M Hold
113,055
– – 0.03% 573
2015
Q4 		$1.8M Hold
113,055
– – 0.03% 569
2015
Q3 		$1.85M Hold
113,055
– – 0.03% 560
2015
Q2 		$2.03M Hold
113,055
– – 0.03% 557
2015
Q1 		$1.94M Buy
113,055
+5,100
+5% +$84.2K 0.03% 595
2014
Q4 		$1.84M Sell
107,955
-23,000
-18% -$389K 0.03% 605
2014
Q3 		$2.16M Sell
130,955
-13,065
-9% -$224K 0.03% 537
2014
Q2 		$2.58M Buy
144,020
+69,420
+93% +$1.21M 0.04% 490
2014
Q1 		$1.39M Hold
74,600
– – 0.02% 675
2013
Q4 		$1.43M Buy
74,600
+4,600
+7% +$80.5K 0.02% 662
2013
Q3 		$1.14M Hold
70,000
– – 0.02% 736
2013
Q2 		$1.05M Buy
+70,000
New +$924K 0.02% 754

Other funds holding UMPQ

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Nisa Investment Advisors's UMPQ Position: Q1 2023 in Review

Nisa Investment Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 49,490 shares — an estimated $883K sold.

Nisa Investment Advisors first reported a position in UMPQ in Q2 2013 and held it in 39 quarters. The position peaked at $2.58M in Q2 2014. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • Nisa Investment Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 49,490 Umpqua Holdings Corp shares in Q1 2023, an estimated $883K.
  • Nisa Investment Advisors first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 39 quarters.
  • Nisa Investment Advisors's Umpqua Holdings Corp position peaked at $2.58M in Q2 2014.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Nisa Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.