Washington Trust’s Umpqua Holdings Corp UMPQ Stock Holding History

Washington Trust’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	-51	Closed	-$910	–	1001
2022 Q4	$910	Sell	51 -154	-75%	-$2.9K	﹤0.01%	913
2022 Q3	$4K	Hold	205	–	–	﹤0.01%	751
2022 Q2	$3K	Sell	205 -61	-23%	-$1.06K	﹤0.01%	787
2022 Q1	$5K	Sell	266 -3	-1%	-$61	﹤0.01%	750
2021 Q4	$5K	Hold	269	–	–	﹤0.01%	751
2021 Q3	$5K	Hold	269	–	–	﹤0.01%	875
2021 Q2	$5K	Sell	269 -4	-1%	-$74	﹤0.01%	873
2021 Q1	$5K	Sell	273 -12	-4%	-$203	﹤0.01%	832
2020 Q4	$4K	Buy	285 +184	+182%	+$2.52K	﹤0.01%	825
2020 Q3	$1K	Sell	101 -19	-16%	-$210	﹤0.01%	975
2020 Q2	$1K	Sell	120 -20	-14%	-$224	﹤0.01%	866
2020 Q1	$2K	Buy	+140	New	+$2.18K	﹤0.01%	862
2018 Q3	–	Sell	-52	Closed	-$1K	–	882
2018 Q2	$1K	Buy	+52	New	+$1.21K	﹤0.01%	929

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

Washington Trust's UMPQ Position: Q1 2023 in Review

Washington Trust sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 51 shares — an estimated $910 sold.

Washington Trust first reported a position in UMPQ in Q2 2018 and held it in 13 quarters. The position peaked at $5K in Q1 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Washington Trust reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Washington Trust sold 51 Umpqua Holdings Corp shares in Q1 2023, an estimated $910.
Washington Trust first reported a position in Umpqua Holdings Corp in Q2 2018 and held it in 13 quarters.
Washington Trust's Umpqua Holdings Corp position peaked at $5K in Q1 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Washington Trust's 13F filing for Q1 2023, filed 4 May 2023.