Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2019)
As of Jun 30, 2019, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 30, 2026. 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 Q2 2019, the filing reported:
New Buys - Capital One Financial Corporati, Corteva, Inc., DuPont de Nemours, Inc., Dow Inc., Fortive Corporation, and 21 more
Increases - Apple Inc., AbbVie Inc., Abbott Laboratories, Accenture plc, iShares MSCI ACWI ETF, and 140 more
Reductions - Ambev S.A., Adobe Inc., Analog Devices, Inc., Automatic Data Processing, Inc., American Electric Power Company, and 123 more
Complete Exits - Baidu, Inc., Carnival Corporation, Canadian National Railway Compa, iPath Bloomberg Commodity Index, Fidelity MSCI Energy Index ETF, and 10 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 |
|---|---|---|---|
|
Q2 2019
|
AAPL
Apple Inc.
|
Buy |
+1,350
|
|
Q2 2019
|
ABBV
AbbVie Inc.
|
Buy |
+918
|
|
Q2 2019
|
ABEV
Ambev S.A.
|
Sell |
-3,624
|
|
Q2 2019
|
ABT
Abbott Laboratories
|
Buy |
+299
|
|
Q2 2019
|
ACN
Accenture plc
|
Buy |
+199
|
|
Q2 2019
|
ACWI
iShares MSCI ACWI ETF
|
Buy |
+15,534
|
|
Q2 2019
|
ADBE
Adobe Inc.
|
Sell |
-360
|
|
Q2 2019
|
ADI
Analog Devices, Inc.
|
Sell |
-290
|
|
Q2 2019
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-423
|
|
Q2 2019
|
AEO
American Eagle Outfitters, Inc.
|
Buy |
+61
|
|
Q2 2019
|
AEP
American Electric Power Company
|
Sell |
-398
|
|
Q2 2019
|
AFL
AFLAC Incorporated
|
Buy |
+231
|
|
Q2 2019
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy |
+138,207
|
|
Q2 2019
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Buy |
+48,468
|
|
Q2 2019
|
ALGN
Align Technology, Inc.
|
Sell |
-31
|
|
Q2 2019
|
ALL
Allstate Corporation (The)
|
Sell |
-120
|
|
Q2 2019
|
AMGN
Amgen Inc.
|
Buy |
+18
|
|
Q2 2019
|
AMT
American Tower Corporation (REI
|
Buy |
+54
|
|
Q2 2019
|
AMZN
Amazon.com, Inc.
|
Sell |
-84
|
|
Q2 2019
|
APD
Air Products and Chemicals, Inc
|
Buy |
+253
|
|
Q2 2019
|
ARCC
Ares Capital Corporation
|
Buy |
+7,307
|
|
Q2 2019
|
ATI
ATI Inc.
|
Buy |
+4,932
|
|
Q2 2019
|
AVGO
Broadcom Inc.
|
Sell |
-163
|
|
Q2 2019
|
AXP
American Express Company
|
Sell |
-484
|
|
Q2 2019
|
BA
Boeing Company (The)
|
Buy |
+369
|
|
Q2 2019
|
BABA
Alibaba Group Holding Limited
|
Buy |
+67
|
|
Q2 2019
|
BAC
Bank of America Corporation
|
Buy |
+82,492
|
|
Q2 2019
|
BBVA
Banco Bilbao Vizcaya Argentaria
|
Buy |
+6,959
|
|
Q2 2019
|
BDX
Becton, Dickinson and Company
|
Buy |
+596
|
|
Q2 2019
|
BIDU
Baidu, Inc.
|
Sell - Position Exit |
-1,735
|
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