One Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

One Wealth 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	-6,468	Closed	-$115K	–	636
2022 Q4	$115K	Buy	+6,468	New	+$122K	0.03%	269
2019 Q2	–	Sell	-3,822	Closed	-$63K	–	516
2019 Q1	$63K	Buy	+3,822	New	+$67.3K	0.05%	219
2018 Q4	–	Sell	-4,247	Closed	-$89K	–	516
2018 Q3	$89K	Hold	4,247	–	–	0.07%	205
2018 Q2	$96K	Sell	4,247 -15	-0.4%	-$350	0.08%	200
2018 Q1	$92K	Sell	4,262 -395	-8%	-$8.63K	0.08%	181
2017 Q4	$97K	Buy	+4,657	New	+$96.2K	0.08%	201

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

One Wealth Advisors's UMPQ Position: Q1 2023 in Review

One Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 6,468 shares — an estimated $115K sold.

One Wealth Advisors first reported a position in UMPQ in Q4 2017 and held it in 6 quarters. The position peaked at $115K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

One Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 6,468 Umpqua Holdings Corp shares in Q1 2023, an estimated $115K.
One Wealth Advisors first reported a position in Umpqua Holdings Corp in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Umpqua Holdings Corp position peaked at $115K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.