Western Pacific Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Western Pacific 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	-400	Closed	-$7.14K	–	315
2022 Q4	$7.14K	Hold	400	–	–	0.01%	201
2022 Q3	$6K	Hold	400	–	–	0.01%	204
2022 Q2	$6K	Hold	400	–	–	0.01%	151
2022 Q1	$7K	Hold	400	–	–	0.01%	171
2021 Q4	$7K	Buy	+400	New	+$8.08K	﹤0.01%	176

Other funds holding UMPQ

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FCA

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

Western Pacific Wealth Management's UMPQ Position: Q1 2023 in Review

Western Pacific Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 400 shares — an estimated $7.14K sold.

Western Pacific Wealth Management first reported a position in UMPQ in Q4 2021 and held it in 5 quarters. The position peaked at $7.14K in Q4 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Western Pacific Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 400 Umpqua Holdings Corp shares in Q1 2023, an estimated $7.14K.
Western Pacific Wealth Management first reported a position in Umpqua Holdings Corp in Q4 2021 and held it in 5 quarters.
Western Pacific Wealth Management's Umpqua Holdings Corp position peaked at $7.14K in Q4 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Western Pacific Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.