Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2021)

As of Mar 31, 2021, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2021. 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 2021, the filing reported:

New Buys - Arthur J. Gallagher & Co., ARK Fintech Innovation ETF, ARK Autonomous Technology & Rob, ARK Next Generation Internet ET, Amplify Transformational Data S, and 37 more

Increases - Apple Inc., AbbVie Inc., Ambev S.A., Abbott Laboratories, Accenture plc, and 209 more

Reductions - Adobe Inc., Analog Devices, Inc., Automatic Data Processing, Inc., Autodesk, Inc., Ameren Corporation, and 130 more

Complete Exits - Align Technology, Inc., Brookfield Infrastructure, Dollar General Corporation, iShares MSCI Canada Index Fund, FactSet Research Systems Inc., and 13 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2021	AAPL Apple Inc.	Apple Inc.	Buy	+23,771	+5.7%	$53.68K	439,440
Q1 2021	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+1,430	+3.2%	$4.95K	45,779
Q1 2021	ABEV Ambev S.A.	Ambev S.A.	Buy	+160	+0.4%	$115.00	41,809
Q1 2021	ABT Abbott Laboratories	Abbott Laboratories	Buy	+2,559	+17.1%	$2.10K	17,546
Q1 2021	ACN Accenture plc	Accenture plc	Buy	+29	+0.3%	$2.40K	8,668
Q1 2021	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+97,645	+36.5%	$34.73K	364,973
Q1 2021	ADBE Adobe Inc.	Adobe Inc.	Sell	-319	-16.5%	$769.00	1,617
Q1 2021	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-116	-4.0%	$431.00	2,779
Q1 2021	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-104	-2.5%	$760.00	4,034
Q1 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-354	-22.5%	$338.00	1,220
Q1 2021	AEE Ameren Corporation	Ameren Corporation	Sell	-547	-9.3%	$434.00	5,331
Q1 2021	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Sell	-44	-0.4%	$604.00	10,448
Q1 2021	AEP American Electric Power Company	American Electric Power Company	Buy	+180	+2.6%	$603.00	7,122
Q1 2021	AFL AFLAC Incorporated	AFLAC Incorporated	Sell	-516	-7.0%	$351.00	6,857
Q1 2021	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-17,469	-1.6%	$125.55K	1,102,942
Q1 2021	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+13,279	+5.0%	$14.27K	278,733
Q1 2021	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Buy - Position Entry	+2,237	-	$279.00	2,237
Q1 2021	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell - Position Exit	-562	-100.0%	$0.00	-
Q1 2021	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+78	+2.4%	$442.00	3,308
Q1 2021	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Sell	-617	-10.8%	$401.00	5,108
Q1 2021	AMGN Amgen Inc.	Amgen Inc.	Buy	+970	+9.7%	$2.73K	10,975
Q1 2021	AMLP Alerian MLP ETF	Alerian MLP ETF	Buy	+203	+1.1%	$564.00	18,495
Q1 2021	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-315	-16.8%	$374.00	1,565
Q1 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+566	+8.6%	$22.18K	7,167
Q1 2021	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy	+15,845	+333.8%	$5.79K	20,592
Q1 2021	ARCC Ares Capital Corporation	Ares Capital Corporation	Sell	-124,348	-85.9%	$383.00	20,479
Q1 2021	ARKF ARK Fintech Innovation ETF	ARK Fintech Innovation ETF	Buy - Position Entry	+5,144	-	$263.00	5,144
Q1 2021	ARKG ARK Genomic Revolution ETF	ARK Genomic Revolution ETF	Buy	+13,752	+181.0%	$1.89K	21,348
Q1 2021	ARKK ARK Innovation ETF	ARK Innovation ETF	Buy	+9,853	+67.9%	$2.92K	24,360
Q1 2021	ARKQ ARK Autonomous Technology & Rob	ARK Autonomous Technology & Rob	Buy - Position Entry	+2,941	-	$247.00	2,941

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