Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2021)

As of Jun 30, 2021, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 27, 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 Q2 2021, the filing reported:

New Buys - Agilent Technologies, Inc., AutoZone, Inc., Baxter International Inc., Pathward Financial, Inc., Commerce Bancshares, Inc., and 37 more

Increases - Apple Inc., AbbVie Inc., Abbott Laboratories, Accenture plc, iShares MSCI ACWI ETF, and 288 more

Reductions - Ambev S.A., Analog Devices, Inc., Autodesk, Inc., AFLAC Incorporated, Arthur J. Gallagher & Co., and 89 more

Complete Exits - Check Point, Eversource Energy (D/B/A), FuelCell Energy, Inc., Fuel Tech, Inc., Greif Inc., and 4 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 2021	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy - Position Entry	+1,576	-	$233.00	1,576
Q2 2021	AAPL Apple Inc.	Apple Inc.	Buy	+75,520	+17.2%	$70.53K	514,960
Q2 2021	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+10,848	+23.7%	$6.38K	56,627
Q2 2021	ABEV Ambev S.A.	Ambev S.A.	Sell	-4,497	-10.8%	$128.00	37,312
Q2 2021	ABT Abbott Laboratories	Abbott Laboratories	Buy	+3,628	+20.7%	$2.46K	21,174
Q2 2021	ACN Accenture plc	Accenture plc	Buy	+1,003	+11.6%	$2.85K	9,671
Q2 2021	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+138,942	+38.1%	$50.99K	503,915
Q2 2021	ADBE Adobe Inc.	Adobe Inc.	Buy	+37	+2.3%	$969.00	1,654
Q2 2021	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-271	-9.8%	$432.00	2,508
Q2 2021	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+438	+10.9%	$888.00	4,472
Q2 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-176	-14.4%	$305.00	1,044
Q2 2021	AEE Ameren Corporation	Ameren Corporation	Buy	+1,146	+21.5%	$518.00	6,477
Q2 2021	AEP American Electric Power Company	American Electric Power Company	Buy	+4,578	+64.3%	$990.00	11,700
Q2 2021	AFL AFLAC Incorporated	AFLAC Incorporated	Sell	-687	-10.0%	$331.00	6,170
Q2 2021	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+61,343	+5.6%	$134.28K	1,164,285
Q2 2021	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+9,321	+3.3%	$15.04K	288,054
Q2 2021	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Sell	-23	-1.0%	$310.00	2,214
Q2 2021	ALL Allstate Corporation (The)	Allstate Corporation (The)	Sell	-202	-8.8%	$273.00	2,095
Q2 2021	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+181	+5.5%	$497.00	3,489
Q2 2021	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Buy	+17,248	+337.7%	$2.10K	22,356
Q2 2021	AMGN Amgen Inc.	Amgen Inc.	Sell	-126	-1.1%	$2.64K	10,849
Q2 2021	AMLP Alerian MLP ETF	Alerian MLP ETF	Buy	+15,062	+81.4%	$1.22K	33,557
Q2 2021	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+77	+4.9%	$444.00	1,642
Q2 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+1,520	+21.2%	$29.89K	8,687
Q2 2021	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy	+2,701	+13.1%	$6.70K	23,293
Q2 2021	ARCC Ares Capital Corporation	Ares Capital Corporation	Sell	-3,354	-16.4%	$335.00	17,125
Q2 2021	ARKF ARK Fintech Innovation ETF	ARK Fintech Innovation ETF	Buy	+9,538	+185.4%	$794.00	14,682
Q2 2021	ARKG ARK Genomic Revolution ETF	ARK Genomic Revolution ETF	Buy	+2,134	+10.0%	$2.17K	23,482
Q2 2021	ARKK ARK Innovation ETF	ARK Innovation ETF	Buy	+3,148	+12.9%	$3.60K	27,508
Q2 2021	ARKQ ARK Autonomous Technology & Rob	ARK Autonomous Technology & Rob	Buy	+261	+8.9%	$276.00	3,202

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