Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2022)

As of Mar 31, 2022, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 13, 2022. 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 2022, the filing reported:

New Buys - Archer-Daniels-Midland Company, Akamai Technologies, Inc., Arista Networks, APA Corporation, Amphenol Corporation, and 100 more

Increases - Agilent Technologies, Inc., ABB Ltd., Ambev S.A., Airbnb, Inc., Accenture plc, and 396 more

Reductions - Apple Inc., AbbVie Inc., Abbott Laboratories, American Electric Power Company, WisdomTree Yield Enhanced U.S. , and 102 more

Complete Exits - Autodesk, Inc., Alerian MLP ETF, ARK Fintech Innovation ETF, ARK Autonomous Technology & Rob, American Axle & Manufacturing H, and 32 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 2022	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+799	+52.1%	$309.00	2,334
Q1 2022	AAPL Apple Inc.	Apple Inc.	Sell	-23,119	-3.9%	$98.18K	562,304
Q1 2022	ABBNY ABB Ltd.	ABB Ltd.	Buy	+2,887	+50.7%	$278.00	8,579
Q1 2022	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-19,235	-25.9%	$8.91K	54,956
Q1 2022	ABEV Ambev S.A.	Ambev S.A.	Buy	+36,436	+139.8%	$202.00	62,501
Q1 2022	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+131	+8.4%	$290.00	1,693
Q1 2022	ABT Abbott Laboratories	Abbott Laboratories	Sell	-6,105	-21.0%	$2.72K	22,962
Q1 2022	ACN Accenture plc	Accenture plc	Buy	+1,048	+12.0%	$3.30K	9,784
Q1 2022	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+85,868	+14.5%	$67.64K	677,872
Q1 2022	ADBE Adobe Inc.	Adobe Inc.	Buy	+349	+13.7%	$1.32K	2,899
Q1 2022	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+633	+10.5%	$441.00	6,652
Q1 2022	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+1,461	+52.8%	$699.00	4,230
Q1 2022	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy - Position Entry	+3,073	-	$277.00	3,073
Q1 2022	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+928	+22.1%	$1.17K	5,129
Q1 2022	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell - Position Exit	-1,365	-100.0%	$0.00	-
Q1 2022	AEE Ameren Corporation	Ameren Corporation	Buy	+172	+2.5%	$653.00	6,969
Q1 2022	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy	+2,988	+27.9%	$838.00	13,682
Q1 2022	AEP American Electric Power Company	American Electric Power Company	Sell	-2,330	-14.3%	$1.39K	13,970
Q1 2022	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+417	+7.3%	$396.00	6,142
Q1 2022	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+378,292	+27.3%	$189.18K	1,766,389
Q1 2022	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Sell	-9,796	-3.5%	$13.07K	273,205
Q1 2022	AIG American International Group, I	American International Group, I	Buy	+1,608	+43.3%	$334.00	5,324
Q1 2022	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Buy	+693	+37.7%	$442.00	2,532
Q1 2022	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy - Position Entry	+1,697	-	$203.00	1,697
Q1 2022	ALC Alcon	Alcon	Buy	+589	+16.1%	$337.00	4,249
Q1 2022	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+77	+17.1%	$229.00	526
Q1 2022	ALL Allstate Corporation (The)	Allstate Corporation (The)	Buy	+860	+36.2%	$448.00	3,237
Q1 2022	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+2,194	+14.2%	$2.33K	17,688
Q1 2022	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Buy	+24,752	+94.4%	$5.57K	50,960
Q1 2022	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+700	+41.7%	$316.00	2,379

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