Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2023)

According to the SEC 13F filed on Aug 08, 2023, the Sequoia Financial Advisors portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2023. 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 2023, the filing reported:

New Buys - American Assets Trust, Inc., Asbury Automotive Group Inc, Axcelis Technologies, Inc., iShares MSCI ACWI ex U.S. ETF, Affirm Holdings, Inc., and 143 more

Increases - Apple Inc., AbbVie Inc., Ambev S.A., Airbnb, Inc., Abbott Laboratories, and 456 more

Reductions - Agilent Technologies, Inc., Agree Realty Corporation, Autodesk, Inc., Ameren Corporation, WisdomTree Yield Enhanced U.S. , and 262 more

Complete Exits - Alcoa Corporation, Advance Auto Parts Inc., ABB Ltd., Academy Sports and Outdoors, In, B&G Foods, Inc., and 28 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 2023	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-348	-8.5%	$451.09K	3,751
Q2 2023	AA Alcoa Corporation	Alcoa Corporation	Sell - Position Exit	-16,371	-100.0%	$0.00	-
Q2 2023	AAP Advance Auto Parts Inc.	Advance Auto Parts Inc.	Sell - Position Exit	-44,104	-100.0%	$0.00	-
Q2 2023	AAPL Apple Inc.	Apple Inc.	Buy	+61,380	+8.2%	$156.80M	808,354
Q2 2023	AAT American Assets Trust, Inc.	American Assets Trust, Inc.	Buy - Position Entry	+11,317	-	$217.29K	11,317
Q2 2023	ABBNY ABB Ltd.	ABB Ltd.	Sell - Position Exit	-19,809	-100.0%	$0.00	-
Q2 2023	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+137	+0.4%	$5.06M	37,563
Q2 2023	ABEV Ambev S.A.	Ambev S.A.	Buy	+118,824	+340.0%	$488.99K	153,771
Q2 2023	ABG Asbury Automotive Group Inc	Asbury Automotive Group Inc	Buy - Position Entry	+894	-	$214.94K	894
Q2 2023	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+4,112	+171.0%	$835.06K	6,516
Q2 2023	ABT Abbott Laboratories	Abbott Laboratories	Buy	+3,954	+14.5%	$3.41M	31,253
Q2 2023	ACLS Axcelis Technologies, Inc.	Axcelis Technologies, Inc.	Buy - Position Entry	+1,192	-	$218.53K	1,192
Q2 2023	ACN Accenture plc	Accenture plc	Buy	+403	+3.3%	$3.90M	12,625
Q2 2023	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+210,944	+26.0%	$98.06M	1,022,090
Q2 2023	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Buy - Position Entry	+274,354	-	$13.50M	274,354
Q2 2023	ADBE Adobe Inc.	Adobe Inc.	Buy	+284	+5.3%	$2.77M	5,663
Q2 2023	ADC Agree Realty Corporation	Agree Realty Corporation	Sell	-434	-6.2%	$428.31K	6,550
Q2 2023	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+346	+6.1%	$1.17M	5,987
Q2 2023	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy	+124	+2.2%	$432.97K	5,730
Q2 2023	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+114	+1.8%	$1.39M	6,345
Q2 2023	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-166	-9.0%	$343.52K	1,679
Q2 2023	AEE Ameren Corporation	Ameren Corporation	Sell	-573	-7.4%	$585.16K	7,165
Q2 2023	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy	+167	+1.3%	$627.25K	12,550
Q2 2023	AEP American Electric Power Company	American Electric Power Company	Buy	+2,248	+11.8%	$1.79M	21,237
Q2 2023	AER AerCap	AerCap	Buy	+16	+0.3%	$403.04K	6,345
Q2 2023	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+340	+3.4%	$712.95K	10,214
Q2 2023	AFRM Affirm Holdings, Inc.	Affirm Holdings, Inc.	Buy - Position Entry	+10,282	-	$157.62K	10,282
Q2 2023	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+46,148	+2.5%	$182.98M	1,868,097
Q2 2023	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Sell	-16,886	-8.5%	$7.81M	181,182
Q2 2023	AGL agilon health, inc.	agilon health, inc.	Buy	+9	+0.0%	$477.53K	27,539

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