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

SeaCrest 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
2022 Q3	–	Sell	-6,626	Closed	-$111K	–	1624
2022 Q2	$111K	Buy	+6,626	New	+$115K	0.01%	819
2019 Q2	–	Sell	-536	Closed	-$9K	–	2000
2019 Q1	$9K	Buy	536 +254	+90%	+$4.47K	﹤0.01%	1576
2018 Q4	$4K	Hold	282	–	–	﹤0.01%	1788
2018 Q3	$6K	Buy	282 +2	+0.7%	+$44	﹤0.01%	1826
2018 Q2	$6K	Buy	280 +195	+229%	+$4.55K	﹤0.01%	1789
2018 Q1	$2K	Hold	85	–	–	﹤0.01%	2027
2017 Q4	$2K	Buy	+85	New	+$1.76K	﹤0.01%	2038

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SeaCrest Wealth Management's UMPQ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q3 2022, closing a stake of 6,626 shares — an estimated $111K sold.

SeaCrest Wealth Management first reported a position in UMPQ in Q4 2017 and held it in 7 quarters. The position peaked at $111K in Q2 2022. 332 funds tracked by Wall St. Rank hold UMPQ as of Q3 2022.

SeaCrest Wealth Management reported no remaining Umpqua Holdings Corp position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 6,626 Umpqua Holdings Corp shares in Q3 2022, an estimated $111K.
SeaCrest Wealth Management first reported a position in Umpqua Holdings Corp in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Umpqua Holdings Corp position peaked at $111K in Q2 2022.
332 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.