RJA
UMPQ

Raymond James & Associates’s Umpqua Holdings Corp UMPQ Stock Holding History

Raymond James & Associates’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
2017
Q4 		– Sell
-28,500
Closed -$19K – 3558
2017
Q3 		$19K Sell
28,500
-2,600
-8% -$47.4K ﹤0.01% 3317
2017
Q2 		$17K Sell
31,100
-1,700
-5% -$30.1K ﹤0.01% 3269
2017
Q1 		$10K Buy
+32,800
New +$603K ﹤0.01% 3240

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

Raymond James & Associates's UMPQ Position: Q1 2023 in Review

Raymond James & Associates sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 43,747 shares — an estimated $781K sold.

Raymond James & Associates first reported a position in UMPQ in Q2 2013 and held it in 38 quarters. The position peaked at $50.1M in Q3 2018. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • Raymond James & Associates reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • Raymond James & Associates sold 43,747 Umpqua Holdings Corp shares in Q1 2023, an estimated $781K.
  • Raymond James & Associates first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 38 quarters.
  • Raymond James & Associates's Umpqua Holdings Corp position peaked at $50.1M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Raymond James & Associates's 13F filing for Q1 2023, filed 14 Apr 2023.