Principle Wealth Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

Principle Wealth Partners’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	-16,650	Closed	-$297K	–	329
2022 Q4	$297K	Hold	16,650	–	–	0.03%	248
2022 Q3	$285	Hold	16,650	–	–	0.03%	237
2022 Q2	$279K	Hold	16,650	–	–	0.03%	255
2022 Q1	$314K	Sell	16,650 -1,975	-11%	-$40.5K	0.03%	256
2021 Q4	$358K	Hold	18,625	–	–	0.04%	242
2021 Q3	$377K	Hold	18,625	–	–	0.04%	230
2021 Q2	$344K	Buy	18,625 +7,090	+61%	+$132K	0.04%	234
2021 Q1	$202K	Buy	+11,535	New	+$195K	0.02%	282
2020 Q3	–	Sell	-13,640	Closed	-$145K	–	459
2020 Q2	$145K	Buy	+13,640	New	+$153K	0.04%	175

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

Principle Wealth Partners's UMPQ Position: Q1 2023 in Review

Principle Wealth Partners sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 16,650 shares — an estimated $297K sold.

Principle Wealth Partners first reported a position in UMPQ in Q2 2020 and held it in 9 quarters. The position peaked at $377K in Q3 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Principle Wealth Partners reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Principle Wealth Partners sold 16,650 Umpqua Holdings Corp shares in Q1 2023, an estimated $297K.
Principle Wealth Partners first reported a position in Umpqua Holdings Corp in Q2 2020 and held it in 9 quarters.
Principle Wealth Partners's Umpqua Holdings Corp position peaked at $377K in Q3 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Principle Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.