Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2022)

According to the SEC 13F filed on Jul 22, 2022, the Sequoia Financial Advisors portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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, Inc., 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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2022	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-528	-22.6%	$214.00	1,806
Q2 2022	AAP Advance Auto Parts Inc.	Advance Auto Parts Inc.	Buy - Position Entry	+20,922	-	$3.62K	20,922
Q2 2022	AAPL Apple Inc.	Apple Inc.	Sell	-55,945	-9.9%	$69.23K	506,359
Q2 2022	ABBNY ABB Ltd.	ABB Ltd.	Buy	+588	+6.9%	$245.00	9,167
Q2 2022	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-8,362	-15.2%	$7.14K	46,594
Q2 2022	ABEV Ambev S.A.	Ambev S.A.	Sell	-4,704	-7.5%	$145.00	57,797
Q2 2022	ABNB Airbnb, Inc.	Airbnb, Inc.	Sell - Position Exit	-1,693	-100.0%	$0.00	-
Q2 2022	ABT Abbott Laboratories	Abbott Laboratories	Buy	+2,022	+8.8%	$2.71K	24,984
Q2 2022	ACN Accenture plc	Accenture plc	Buy	+458	+4.7%	$2.84K	10,242
Q2 2022	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-19,717	-2.9%	$55.22K	658,155
Q2 2022	ADBE Adobe Inc.	Adobe Inc.	Buy	+62	+2.1%	$1.08K	2,961
Q2 2022	ADC Agree Realty Corporation	Agree Realty Corporation	Sell	-1,593	-23.9%	$365.00	5,059
Q2 2022	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+55	+1.3%	$626.00	4,285
Q2 2022	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy	+529	+17.2%	$280.00	3,602
Q2 2022	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+474	+9.2%	$1.18K	5,603
Q2 2022	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+1,184	-	$204.00	1,184
Q2 2022	AEE Ameren Corporation	Ameren Corporation	Sell	-843	-12.1%	$554.00	6,126
Q2 2022	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Sell - Position Exit	-13,682	-100.0%	$0.00	-
Q2 2022	AEP American Electric Power Company	American Electric Power Company	Buy	+109	+0.8%	$1.35K	14,079
Q2 2022	AFL AFLAC Incorporated	AFLAC Incorporated	Sell	-134	-2.2%	$332.00	6,008
Q2 2022	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-20,021	-1.1%	$177.59K	1,746,368
Q2 2022	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Sell	-19,759	-7.2%	$11.33K	253,446
Q2 2022	AIG American International Group, I	American International Group, I	Sell	-292	-5.5%	$258.00	5,032
Q2 2022	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Buy	+1,106	+43.7%	$593.00	3,638
Q2 2022	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell - Position Exit	-1,697	-100.0%	$0.00	-
Q2 2022	ALC Alcon	Alcon	Buy	+658	+15.5%	$343.00	4,907
Q2 2022	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell - Position Exit	-526	-100.0%	$0.00	-
Q2 2022	ALL Allstate Corporation (The)	Allstate Corporation (The)	Buy	+562	+17.4%	$482.00	3,799
Q2 2022	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-2,155	-12.2%	$1.41K	15,533
Q2 2022	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Buy	+1,856	+3.6%	$4.04K	52,816

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