NWK Group’s Umpqua Holdings Corp UMPQ Stock Holding History

NWK Group’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
2021 Q1	–	Sell	-1,400	Closed	-$21K	–	221
2020 Q4	$21K	Buy	+1,400	New	+$19.2K	0.01%	140

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

NWK Group's UMPQ Position: Q1 2021 in Review

NWK Group sold out of Umpqua Holdings Corp (UMPQ) in Q1 2021, closing a stake of 1,400 shares — an estimated $21K sold.

NWK Group first reported a position in UMPQ in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 320 funds tracked by Wall St. Rank hold UMPQ as of Q1 2021.

NWK Group reported no remaining Umpqua Holdings Corp position as of Q1 2021 after selling out during the quarter.
NWK Group sold 1,400 Umpqua Holdings Corp shares in Q1 2021, an estimated $21K.
NWK Group first reported a position in Umpqua Holdings Corp in Q4 2020 and held it in 1 quarter.
NWK Group's Umpqua Holdings Corp position peaked at $21K in Q4 2020.
320 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2021.

Based on NWK Group's 13F filing for Q1 2021, filed 14 May 2021.