Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 11, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2020, the filing reported:
New Buys - Ameren Corporation, , Brookfield Infrastructure Corpo, British American Tobacco Indus, Anheuser-Busch Inbev SA Sponsor, and 29 more
Increases - AbbVie Inc., Ambev S.A., Abbott Laboratories, iShares MSCI ACWI ETF, Adobe Inc., and 177 more
Reductions - Apple Inc., Accenture plc, Automatic Data Processing, Inc., WisdomTree Yield Enhanced U.S. , Allstate Corporation (The), and 98 more
Complete Exits - Align Technology, Inc., Ameriprise Financial, Inc., ATI Inc., Booking Holdings Inc. Common St, CBRE Group Inc, and 49 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2020
|
AAPL
Apple Inc.
|
Sell |
-7,138
|
|
Q1 2020
|
ABBV
AbbVie Inc.
|
Buy |
+8,176
|
|
Q1 2020
|
ABEV
Ambev S.A.
|
Buy |
+3,424
|
|
Q1 2020
|
ABT
Abbott Laboratories
|
Buy |
+3,868
|
|
Q1 2020
|
ACN
Accenture plc
|
Sell |
-414
|
|
Q1 2020
|
ACWI
iShares MSCI ACWI ETF
|
Buy |
+32,718
|
|
Q1 2020
|
ADBE
Adobe Inc.
|
Buy |
+277
|
|
Q1 2020
|
ADC
Agree Realty Corporation
|
Buy |
+10
|
|
Q1 2020
|
ADI
Analog Devices, Inc.
|
Buy |
+48
|
|
Q1 2020
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-185
|
|
Q1 2020
|
AEE
Ameren Corporation
|
Buy - Position Entry |
+4,893
|
|
Q1 2020
|
AEM
Agnico Eagle Mines Limited
|
Buy |
+9
|
|
Q1 2020
|
AEP
American Electric Power Company
|
Buy |
+734
|
|
Q1 2020
|
AFL
AFLAC Incorporated
|
Buy |
+784
|
|
Q1 2020
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy |
+36,904
|
|
Q1 2020
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Sell |
-17,194
|
|
Q1 2020
|
ALGN
Align Technology, Inc.
|
Sell - Position Exit |
-806
|
|
Q1 2020
|
ALL
Allstate Corporation (The)
|
Sell |
-89
|
|
Q1 2020
|
AMGN
Amgen Inc.
|
Buy |
+1,412
|
|
Q1 2020
|
AMP
Ameriprise Financial, Inc.
|
Sell - Position Exit |
-1,209
|
|
Q1 2020
|
AMT
American Tower Corporation (REI
|
Buy |
+252
|
|
Q1 2020
|
AMZN
Amazon.com, Inc.
|
Buy |
+1,553
|
|
Q1 2020
|
APD
Air Products and Chemicals, Inc
|
Buy |
+435
|
|
Q1 2020
|
ARCC
Ares Capital Corporation
|
Buy |
+13,589
|
|
Q1 2020
|
ATI
ATI Inc.
|
Sell - Position Exit |
-172,590
|
|
Q1 2020
|
AVGO
Broadcom Inc.
|
Sell |
-1,703
|
|
Q1 2020
|
AXP
American Express Company
|
Sell |
-40,608
|
|
Q1 2020
|
BA
Boeing Company (The)
|
Buy |
+472
|
|
Q1 2020
|
BABA
Alibaba Group Holding Limited
|
Sell |
-199
|
|
Q1 2020
|
BAC
Bank of America Corporation
|
Sell |
-70,138
|
Page 1 of 13