WhitTier Trust Company’s Umpqua Holdings Corp UMPQ Stock Holding History

WhitTier Trust Company’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	-166	Closed	-$2.96K	–	1237
2022 Q4	$2.96K	Hold	166	–	–	﹤0.01%	1063
2022 Q3	$3K	Hold	166	–	–	﹤0.01%	1026
2022 Q2	$3K	Hold	166	–	–	﹤0.01%	1052
2022 Q1	$3K	Hold	166	–	–	﹤0.01%	1048
2021 Q4	$3K	Hold	166	–	–	﹤0.01%	1009
2021 Q3	$3K	Hold	166	–	–	﹤0.01%	1059
2021 Q2	$3K	Hold	166	–	–	﹤0.01%	956
2021 Q1	$3K	Hold	166	–	–	﹤0.01%	946
2020 Q4	$3K	Hold	166	–	–	﹤0.01%	931
2020 Q3	$2K	Hold	166	–	–	﹤0.01%	935
2020 Q2	$2K	Hold	166	–	–	﹤0.01%	909
2020 Q1	$2K	Hold	166	–	–	﹤0.01%	944
2019 Q4	$3K	Buy	+166	New	+$2.75K	﹤0.01%	969

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

WhitTier Trust Company's UMPQ Position: Q1 2023 in Review

WhitTier Trust Company sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 166 shares — an estimated $2.96K sold.

WhitTier Trust Company first reported a position in UMPQ in Q4 2019 and held it in 13 quarters. The position peaked at $3K in Q3 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

WhitTier Trust Company reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
WhitTier Trust Company sold 166 Umpqua Holdings Corp shares in Q1 2023, an estimated $2.96K.
WhitTier Trust Company first reported a position in Umpqua Holdings Corp in Q4 2019 and held it in 13 quarters.
WhitTier Trust Company's Umpqua Holdings Corp position peaked at $3K in Q3 2022.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on WhitTier Trust Company's 13F filing for Q1 2023, filed 21 Apr 2023.