RWM
UMPQ

Raffa Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Raffa Wealth Management’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
2019
Q3 		– Sell
-46
Closed -$763 – 772
2019
Q2 		$763 Buy
+46
New +$778 ﹤0.01% 707

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Raffa Wealth Management's UMPQ Position: Q3 2019 in Review

Raffa Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q3 2019, closing a stake of 46 shares — an estimated $763 sold.

Raffa Wealth Management first reported a position in UMPQ in Q2 2019 and held it in 1 quarter. The position peaked at $763 in Q2 2019. 337 funds tracked by Wall St. Rank hold UMPQ as of Q3 2019.

  • Raffa Wealth Management reported no remaining Umpqua Holdings Corp position as of Q3 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 46 Umpqua Holdings Corp shares in Q3 2019, an estimated $763.
  • Raffa Wealth Management first reported a position in Umpqua Holdings Corp in Q2 2019 and held it in 1 quarter.
  • Raffa Wealth Management's Umpqua Holdings Corp position peaked at $763 in Q2 2019.
  • 337 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2019.

Based on Raffa Wealth Management's 13F filing for Q3 2019, filed 27 Jul 2026.