Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2022)
As of Jun 30, 2022, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 22, 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 Q2 2022, the filing reported:
New Buys - Advance Auto Parts Inc., Autodesk, Inc., Amarin Corporation plc, Cadence Design Systems, Inc., Cummins Inc., and 23 more
Increases - ABB Ltd., Abbott Laboratories, Accenture plc, Adobe Inc., Analog Devices, Inc., and 261 more
Reductions - Agilent Technologies, Inc., Apple Inc., AbbVie Inc., Ambev S.A., iShares MSCI ACWI ETF, and 252 more
Complete Exits - Airbnb, Inc., Agnico Eagle Mines Limited, Akamai Technologies, Inc., Align Technology, Inc., Arista Networks, and 95 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 2022
|
A
Agilent Technologies, Inc.
|
Sell |
-528
|
|
Q2 2022
|
AAP
Advance Auto Parts Inc.
|
Buy - Position Entry |
+20,922
|
|
Q2 2022
|
AAPL
Apple Inc.
|
Sell |
-55,945
|
|
Q2 2022
|
ABBNY
ABB Ltd.
|
Buy |
+588
|
|
Q2 2022
|
ABBV
AbbVie Inc.
|
Sell |
-8,362
|
|
Q2 2022
|
ABEV
Ambev S.A.
|
Sell |
-4,704
|
|
Q2 2022
|
ABNB
Airbnb, Inc.
|
Sell - Position Exit |
-1,693
|
|
Q2 2022
|
ABT
Abbott Laboratories
|
Buy |
+2,022
|
|
Q2 2022
|
ACN
Accenture plc
|
Buy |
+458
|
|
Q2 2022
|
ACWI
iShares MSCI ACWI ETF
|
Sell |
-19,717
|
|
Q2 2022
|
ADBE
Adobe Inc.
|
Buy |
+62
|
|
Q2 2022
|
ADC
Agree Realty Corporation
|
Sell |
-1,593
|
|
Q2 2022
|
ADI
Analog Devices, Inc.
|
Buy |
+55
|
|
Q2 2022
|
ADM
Archer-Daniels-Midland Company
|
Buy |
+529
|
|
Q2 2022
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+474
|
|
Q2 2022
|
ADSK
Autodesk, Inc.
|
Buy - Position Entry |
+1,184
|
|
Q2 2022
|
AEE
Ameren Corporation
|
Sell |
-843
|
|
Q2 2022
|
AEM
Agnico Eagle Mines Limited
|
Sell - Position Exit |
-13,682
|
|
Q2 2022
|
AEP
American Electric Power Company
|
Buy |
+109
|
|
Q2 2022
|
AFL
AFLAC Incorporated
|
Sell |
-134
|
|
Q2 2022
|
AGG
iShares Core U.S. Aggregate Bon
|
Sell |
-20,021
|
|
Q2 2022
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Sell |
-19,759
|
|
Q2 2022
|
AIG
American International Group, I
|
Sell |
-292
|
|
Q2 2022
|
AJG
Arthur J. Gallagher & Co.
|
Buy |
+1,106
|
|
Q2 2022
|
AKAM
Akamai Technologies, Inc.
|
Sell - Position Exit |
-1,697
|
|
Q2 2022
|
ALC
Alcon
|
Buy |
+658
|
|
Q2 2022
|
ALGN
Align Technology, Inc.
|
Sell - Position Exit |
-526
|
|
Q2 2022
|
ALL
Allstate Corporation (The)
|
Buy |
+562
|
|
Q2 2022
|
AMAT
Applied Materials, Inc.
|
Sell |
-2,155
|
|
Q2 2022
|
AMD
Advanced Micro Devices, Inc.
|
Buy |
+1,856
|
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