Patriot Financial Group Insurance Agency’s Umpqua Holdings Corp UMPQ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,380	Closed	-$23K	–	2094
2022 Q2	$23K	Sell	1,380 -3,102	-69%	-$53.8K	﹤0.01%	963
2022 Q1	$85K	Buy	4,482 +28	+0.6%	+$574	0.02%	627
2021 Q4	$86K	Buy	4,454 +631	+17%	+$12.7K	0.01%	692
2021 Q3	$77K	Sell	3,823 -125	-3%	-$2.4K	0.01%	731
2021 Q2	$73K	Buy	3,948 +32	+0.8%	+$595	0.01%	718
2021 Q1	$69K	Buy	3,916 +735	+23%	+$12.4K	0.02%	668
2020 Q4	$48K	Buy	+3,181	New	+$43.6K	0.01%	702

Other funds holding UMPQ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UMPQ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Umpqua Holdings Corp (UMPQ) in Q3 2022, closing a stake of 1,380 shares — an estimated $23K sold.

Patriot Financial Group Insurance Agency first reported a position in UMPQ in Q4 2020 and held it in 7 quarters. The position peaked at $86K in Q4 2021. 332 funds tracked by Wall St. Rank hold UMPQ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Umpqua Holdings Corp position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,380 Umpqua Holdings Corp shares in Q3 2022, an estimated $23K.
Patriot Financial Group Insurance Agency first reported a position in Umpqua Holdings Corp in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Umpqua Holdings Corp position peaked at $86K in Q4 2021.
332 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.