Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2019)
As of Sep 30, 2019, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 30, 2026. 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 Q3 2019, the filing reported:
New Buys - Crown Castle Inc., Greif Inc., Corning Incorporated, Global Payments Inc., Harley-Davidson, Inc., and 19 more
Increases - AbbVie Inc., Ambev S.A., Accenture plc, iShares MSCI ACWI ETF, Analog Devices, Inc., and 138 more
Reductions - Apple Inc., Abbott Laboratories, Adobe Inc., American Electric Power Company, AFLAC Incorporated, and 127 more
Complete Exits - American Eagle Outfitters, Inc., Align Technology, Inc., Broadcom Inc., Booking Holdings Inc. Common St, British American Tobacco Indus, and 27 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 |
|---|---|---|---|
|
Q3 2019
|
AAPL
Apple Inc.
|
Sell |
-11,318
|
|
Q3 2019
|
ABBV
AbbVie Inc.
|
Buy |
+2,009
|
|
Q3 2019
|
ABEV
Ambev S.A.
|
Buy |
+39
|
|
Q3 2019
|
ABT
Abbott Laboratories
|
Sell |
-145
|
|
Q3 2019
|
ACN
Accenture plc
|
Buy |
+3,375
|
|
Q3 2019
|
ACWI
iShares MSCI ACWI ETF
|
Buy |
+11,968
|
|
Q3 2019
|
ADBE
Adobe Inc.
|
Sell |
-17
|
|
Q3 2019
|
ADI
Analog Devices, Inc.
|
Buy |
+70
|
|
Q3 2019
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+159
|
|
Q3 2019
|
AEM
Agnico Eagle Mines Limited
|
Buy |
+10
|
|
Q3 2019
|
AEO
American Eagle Outfitters, Inc.
|
Sell - Position Exit |
-10,797
|
|
Q3 2019
|
AEP
American Electric Power Company
|
Sell |
-509
|
|
Q3 2019
|
AFL
AFLAC Incorporated
|
Sell |
-241
|
|
Q3 2019
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy |
+120,810
|
|
Q3 2019
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Buy |
+27,048
|
|
Q3 2019
|
ALGN
Align Technology, Inc.
|
Sell - Position Exit |
-806
|
|
Q3 2019
|
ALL
Allstate Corporation (The)
|
Sell |
-295
|
|
Q3 2019
|
AMGN
Amgen Inc.
|
Sell |
-135
|
|
Q3 2019
|
AMT
American Tower Corporation (REI
|
Buy |
+7
|
|
Q3 2019
|
AMZN
Amazon.com, Inc.
|
Sell |
-81
|
|
Q3 2019
|
APD
Air Products and Chemicals, Inc
|
Buy |
+41
|
|
Q3 2019
|
ARCC
Ares Capital Corporation
|
Buy |
+58,405
|
|
Q3 2019
|
ATI
ATI Inc.
|
Sell |
-9,192
|
|
Q3 2019
|
AVGO
Broadcom Inc.
|
Sell - Position Exit |
-2,042
|
|
Q3 2019
|
AXP
American Express Company
|
Sell |
-3,888
|
|
Q3 2019
|
BA
Boeing Company (The)
|
Sell |
-251
|
|
Q3 2019
|
BABA
Alibaba Group Holding Limited
|
Sell |
-623
|
|
Q3 2019
|
BAC
Bank of America Corporation
|
Sell |
-3,875
|
|
Q3 2019
|
BBVA
Banco Bilbao Vizcaya Argentaria
|
Sell |
-4,773
|
|
Q3 2019
|
BDX
Becton, Dickinson and Company
|
Sell |
-4
|
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