Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2020)

As of Jun 30, 2020, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 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 Q2 2020, the filing reported:

New Buys - Autodesk, Inc., Align Technology, Inc., Alerian MLP ETF, American Water Works Company, I, Astrazeneca PLC

Increases - Apple Inc., AbbVie Inc., Ambev S.A., iShares MSCI ACWI ETF, Adobe Inc., and 15 more

Reductions - Abbott Laboratories, Accenture plc, Analog Devices, Inc., Ameren Corporation, AFLAC Incorporated, and 3 more

Complete Exits - Alibaba Group Holding Limited, Bank of America Corporation, Banner Corporation, Banco Bilbao Vizcaya Argentaria, Becton, Dickinson and Company, and 303 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
Q2 2020	AAPL Apple Inc.	Apple Inc.	Buy	+1,625	+1.7%	$36.22K	99,281
Q2 2020	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+3,894	+11.2%	$3.79K	38,581
Q2 2020	ABEV Ambev S.A.	Ambev S.A.	Buy	+10,267	+30.5%	$116.00	43,976
Q2 2020	ABT Abbott Laboratories	Abbott Laboratories	Sell	-1,734	-9.8%	$1.45K	15,877
Q2 2020	ACN Accenture plc	Accenture plc	Sell	-45	-0.5%	$1.92K	8,960
Q2 2020	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+21,572	+17.8%	$10.53K	142,839
Q2 2020	ADBE Adobe Inc.	Adobe Inc.	Buy	+329	+17.9%	$945.00	2,170
Q2 2020	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+115	+2.0%	$379.00	5,771
Q2 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-4	-0.2%	$293.00	2,391
Q2 2020	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+788	+19.5%	$719.00	4,827
Q2 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+1,382	-	$331.00	1,382
Q2 2020	AEE Ameren Corporation	Ameren Corporation	Sell	-2	-0.0%	$344.00	4,891
Q2 2020	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy	+29	+0.3%	$671.00	10,479
Q2 2020	AEP American Electric Power Company	American Electric Power Company	Buy	+81	+1.2%	$561.00	7,043
Q2 2020	AFL AFLAC Incorporated	AFLAC Incorporated	Sell	-278	-4.0%	$241.00	6,702
Q2 2020	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+25,935	+2.8%	$111.48K	943,112
Q2 2020	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+15,356	+6.3%	$14.03K	260,683
Q2 2020	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy - Position Entry	+815	-	$224.00	815
Q2 2020	ALL Allstate Corporation (The)	Allstate Corporation (The)	Sell	-29	-1.3%	$222.00	2,288
Q2 2020	AMGN Amgen Inc.	Amgen Inc.	Buy	+387	+4.2%	$2.28K	9,680
Q2 2020	AMLP Alerian MLP ETF	Alerian MLP ETF	Buy - Position Entry	+32,888	-	$812.00	32,888
Q2 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+149	+8.5%	$492.00	1,903
Q2 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+461	+7.8%	$17.62K	6,386
Q2 2020	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell	-403	-16.2%	$502.00	2,077
Q2 2020	ARCC Ares Capital Corporation	Ares Capital Corporation	Buy	+12,778	+13.1%	$1.60K	110,484
Q2 2020	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+22	+2.4%	$291.00	922
Q2 2020	AWK American Water Works Company, I	American Water Works Company, I	Buy - Position Entry	+1,562	-	$201.00	1,562
Q2 2020	AXP American Express Company	American Express Company	Buy	+1,549	+33.0%	$595.00	6,250
Q2 2020	AZN Astrazeneca PLC	Astrazeneca PLC	Buy - Position Entry	+4,522	-	$239.00	4,522
Q2 2020	BA Boeing Company (The)	Boeing Company (The)	Buy	+980	+10.7%	$1.86K	10,133

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