Pictet Asset Management (Switzerland)’s Umpqua Holdings Corp UMPQ Stock Holding History

Pictet Asset Management (Switzerland)’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	-24,800	Closed	-$443K	–	2057
2022 Q4	$443K	Buy	24,800 +9,998	+68%	+$188K	﹤0.01%	1309
2022 Q3	$253K	Hold	14,802	–	–	﹤0.01%	1311
2022 Q2	$248K	Hold	14,802	–	–	﹤0.01%	1354
2022 Q1	$279K	Hold	14,802	–	–	﹤0.01%	1403
2021 Q4	$285K	Hold	14,802	–	–	﹤0.01%	1424
2021 Q3	$300K	Buy	+14,802	New	+$284K	﹤0.01%	1412

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

Pictet Asset Management (Switzerland)'s UMPQ Position: Q1 2023 in Review

Pictet Asset Management (Switzerland) sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 24,800 shares — an estimated $443K sold.

Pictet Asset Management (Switzerland) first reported a position in UMPQ in Q3 2021 and held it in 6 quarters. The position peaked at $443K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Pictet Asset Management (Switzerland) reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Pictet Asset Management (Switzerland) sold 24,800 Umpqua Holdings Corp shares in Q1 2023, an estimated $443K.
Pictet Asset Management (Switzerland) first reported a position in Umpqua Holdings Corp in Q3 2021 and held it in 6 quarters.
Pictet Asset Management (Switzerland)'s Umpqua Holdings Corp position peaked at $443K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q1 2023, filed 10 May 2023.