TWP
UMPQ

TFO Wealth Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

TFO Wealth Partners’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
-1
Closed -$62 – 942
2022
Q4 		$62 Buy
+1
New +$19 ﹤0.01% 839

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

TFO Wealth Partners's UMPQ Position: Q1 2023 in Review

TFO Wealth Partners sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 1 share — an estimated $62 sold.

TFO Wealth Partners first reported a position in UMPQ in Q4 2022 and held it in 1 quarter. The position peaked at $62 in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • TFO Wealth Partners reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Umpqua Holdings Corp share in Q1 2023, an estimated $62.
  • TFO Wealth Partners first reported a position in Umpqua Holdings Corp in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Umpqua Holdings Corp position peaked at $62 in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.