Wipfli Financial Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$60K	Buy	+3,487	New	+$62K	﹤0.01%	996

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's UMPQ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Umpqua Holdings Corp (UMPQ) in Q3 2022: 3,487 shares worth $60K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

332 funds tracked by Wall St. Rank hold UMPQ as of Q3 2022.

Wipfli Financial Advisors held 3,487 shares of Umpqua Holdings Corp worth $60K as of Q3 2022.
Umpqua Holdings Corp was a new Wipfli Financial Advisors position in Q3 2022.
Umpqua Holdings Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #996 holding.
332 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.