Traverso Chambers Private Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Traverso Chambers Private 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
2023 Q1	–	Sell	-37,306	Closed	-$666K	–	115
2022 Q4	$666K	Sell	37,306 -259	-0.7%	-$4.88K	0.19%	58
2022 Q3	$642K	Buy	37,565 +1,751	+5%	+$31.1K	0.2%	58
2022 Q2	$601K	Buy	35,814 +2,342	+7%	+$40.6K	0.2%	63
2022 Q1	$631K	Sell	33,472 -29	-0.1%	-$594	0.19%	63
2021 Q4	$645K	Buy	33,501 +1,091	+3%	+$22K	0.19%	64
2021 Q3	$656K	Buy	32,410 +888	+3%	+$17K	0.2%	59
2021 Q2	$582K	Buy	31,522 +1,369	+5%	+$25.5K	0.18%	61
2021 Q1	$529K	Buy	30,153 +496	+2%	+$8.39K	0.18%	63
2020 Q4	$449K	Buy	29,657 +395	+1%	+$5.41K	0.16%	62
2020 Q3	$311K	Buy	29,262 +3,190	+12%	+$35.2K	0.12%	76
2020 Q2	$277K	Buy	26,072 +5,245	+25%	+$58.7K	0.12%	76
2020 Q1	$227K	Buy	20,827 +5,099	+32%	+$79.3K	0.11%	84
2019 Q4	$278K	Sell	15,728 -74	-0.5%	-$1.23K	0.12%	85
2019 Q3	$260K	Buy	15,802 +142	+0.9%	+$2.33K	0.12%	85
2019 Q2	$261K	Sell	15,660 -132	-0.8%	-$2.23K	0.13%	87
2019 Q1	$261K	Sell	15,792 -72	-0.5%	-$1.27K	0.13%	82
2018 Q4	$252K	Buy	+15,864	New	+$298K	0.14%	84

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Traverso Chambers Private Wealth Management's UMPQ Position: Q1 2023 in Review

Traverso Chambers Private Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 37,306 shares — an estimated $666K sold.

Traverso Chambers Private Wealth Management first reported a position in UMPQ in Q4 2018 and held it in 17 quarters. The position peaked at $666K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Traverso Chambers Private Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 37,306 Umpqua Holdings Corp shares in Q1 2023, an estimated $666K.
Traverso Chambers Private Wealth Management first reported a position in Umpqua Holdings Corp in Q4 2018 and held it in 17 quarters.
Traverso Chambers Private Wealth Management's Umpqua Holdings Corp position peaked at $666K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.