TCI Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-766
| Closed | -$13.7K | – | 2684 |
|
|
2022
Q4 | $13.7K | Hold |
766
| – | – | ﹤0.01% | 874 |
|
|
2022
Q3 | $13K | Buy |
766
+15
| +2% | +$267 | ﹤0.01% | 893 |
|
|
2022
Q2 | $13K | Hold |
751
| – | – | ﹤0.01% | 880 |
|
|
2022
Q1 | $14K | Hold |
751
| – | – | ﹤0.01% | 907 |
|
|
2021
Q4 | $14K | Hold |
751
| – | – | ﹤0.01% | 946 |
|
|
2021
Q3 | $15K | Hold |
751
| – | – | ﹤0.01% | 848 |
|
|
2021
Q2 | $14K | Hold |
751
| – | – | ﹤0.01% | 773 |
|
|
2021
Q1 | $13K | Hold |
751
| – | – | 0.01% | 738 |
|
|
2020
Q4 | $11K | Hold |
751
| – | – | ﹤0.01% | 636 |
|
|
2020
Q3 | $8K | Hold |
751
| – | – | ﹤0.01% | 653 |
|
|
2020
Q2 | $8K | Sell |
751
-349
| -32% | -$3.91K | ﹤0.01% | 642 |
|
|
2020
Q1 | $12K | Buy |
1,100
+570
| +108% | +$8.87K | 0.01% | 538 |
|
|
2019
Q4 | $9K | Sell |
530
-231
| -30% | -$3.82K | ﹤0.01% | 738 |
|
|
2019
Q3 | $13K | Buy |
761
+231
| +44% | +$3.8K | 0.01% | 587 |
|
|
2019
Q2 | $9K | Sell |
530
-161
| -23% | -$2.72K | ﹤0.01% | 662 |
|
|
2019
Q1 | $11K | Sell |
691
-52
| -7% | -$916 | ﹤0.01% | 621 |
|
|
2018
Q4 | $12K | Hold |
743
| – | – | 0.01% | 591 |
|
|
2018
Q3 | $15K | Hold |
743
| – | – | 0.01% | 570 |
|
|
2018
Q2 | $17K | Hold |
743
| – | – | 0.01% | 523 |
|
|
2018
Q1 | $16K | Hold |
743
| – | – | 0.01% | 534 |
|
|
2017
Q4 | $15K | Hold |
743
| – | – | 0.01% | 558 |
|
|
2017
Q3 | $14K | Hold |
743
| – | – | 0.01% | 537 |
|
|
2017
Q2 | $14K | Hold |
743
| – | – | 0.01% | 535 |
|
|
2017
Q1 | $13K | Hold |
743
| – | – | 0.01% | 532 |
|
|
2016
Q4 | $14K | Hold |
743
| – | – | 0.01% | 565 |
|
|
2016
Q3 | $11K | Hold |
743
| – | – | 0.01% | 564 |
|
|
2016
Q2 | $11K | Hold |
743
| – | – | 0.01% | 559 |
|
|
2016
Q1 | $12K | Hold |
743
| – | – | 0.01% | 549 |
|
|
2015
Q4 | $12K | Buy |
+743
| New | +$12.5K | 0.01% | 546 |
|
Other funds holding UMPQ
TCI Wealth Advisors's UMPQ Position: Q1 2023 in Review
TCI Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 766 shares — an estimated $13.7K sold.
TCI Wealth Advisors first reported a position in UMPQ in Q4 2015 and held it in 29 quarters. The position peaked at $17K in Q2 2018. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.
- TCI Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 766 Umpqua Holdings Corp shares in Q1 2023, an estimated $13.7K.
- TCI Wealth Advisors first reported a position in Umpqua Holdings Corp in Q4 2015 and held it in 29 quarters.
- TCI Wealth Advisors's Umpqua Holdings Corp position peaked at $17K in Q2 2018.
- 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.
Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.