Ten Capital Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q1	–	Sell	-248	Closed	-$4.43K	–	674
2022 Q4	$4.43K	Hold	248	–	–	﹤0.01%	394
2022 Q3	$4K	Hold	248	–	–	﹤0.01%	444
2022 Q2	$4K	Hold	248	–	–	﹤0.01%	358
2022 Q1	$5K	Hold	248	–	–	﹤0.01%	383
2021 Q4	$5K	Hold	248	–	–	﹤0.01%	381
2021 Q3	$5K	Sell	248 -87	-26%	-$1.67K	﹤0.01%	329
2021 Q2	$6K	Hold	335	–	–	﹤0.01%	360
2021 Q1	$5K	Hold	335	–	–	﹤0.01%	302
2020 Q4	$5K	Buy	+335	New	+$4.59K	﹤0.01%	305

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

Ten Capital Wealth Advisors's UMPQ Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 248 shares — an estimated $4.43K sold.

Ten Capital Wealth Advisors first reported a position in UMPQ in Q4 2020 and held it in 9 quarters. The position peaked at $6K in Q2 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 248 Umpqua Holdings Corp shares in Q1 2023, an estimated $4.43K.
Ten Capital Wealth Advisors first reported a position in Umpqua Holdings Corp in Q4 2020 and held it in 9 quarters.
Ten Capital Wealth Advisors's Umpqua Holdings Corp position peaked at $6K in Q2 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.