Pictet Asset Management (Switzerland)’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-24,800
| Closed | -$443K | – | 2046 |
|
2022
Q4 | $443K | Buy |
24,800
+9,998
| +68% | +$179K | ﹤0.01% | 1303 |
|
2022
Q3 | $253K | Hold |
14,802
| – | – | ﹤0.01% | 1306 |
|
2022
Q2 | $248K | Hold |
14,802
| – | – | ﹤0.01% | 1347 |
|
2022
Q1 | $279K | Hold |
14,802
| – | – | ﹤0.01% | 1398 |
|
2021
Q4 | $285K | Hold |
14,802
| – | – | ﹤0.01% | 1416 |
|
2021
Q3 | $300K | Buy |
+14,802
| New | +$300K | ﹤0.01% | 1404 |
|