SWM
UMPQ

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

Spire 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
2021
Q2 		– Sell
-80
Closed -$1K – 3069
2021
Q1 		$1K Buy
+80
New +$1.35K ﹤0.01% 2968

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Spire Wealth Management's UMPQ Position: Q2 2021 in Review

Spire Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q2 2021, closing a stake of 80 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in UMPQ in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 305 funds tracked by Wall St. Rank hold UMPQ as of Q2 2021.

  • Spire Wealth Management reported no remaining Umpqua Holdings Corp position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 80 Umpqua Holdings Corp shares in Q2 2021, an estimated $1K.
  • Spire Wealth Management first reported a position in Umpqua Holdings Corp in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Umpqua Holdings Corp position peaked at $1K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.