Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2020)

As of Sep 30, 2020, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Oct 23, 2020. 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 2020, the filing reported:

New Buys - ARK Innovation ETF, ASML, Alibaba Group Holding Limited, Bank of America Corporation, Banner Corporation, and 331 more

Increases - Apple Inc., AbbVie Inc., iShares MSCI ACWI ETF, Analog Devices, Inc., Ameren Corporation, and 13 more

Reductions - Ambev S.A., Abbott Laboratories, Accenture plc, Adobe Inc., Automatic Data Processing, Inc., and 7 more

Complete Exits - Align Technology, Inc.

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
Q3 2020	AAPL Apple Inc.	Apple Inc.	Buy	+304,581	+306.8%	$46.77K	403,862
Q3 2020	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+1,851	+4.8%	$3.54K	40,432
Q3 2020	ABEV Ambev S.A.	Ambev S.A.	Sell	-6,660	-15.1%	$84.00	37,316
Q3 2020	ABT Abbott Laboratories	Abbott Laboratories	Sell	-822	-5.2%	$1.64K	15,055
Q3 2020	ACN Accenture plc	Accenture plc	Sell	-287	-3.2%	$1.96K	8,673
Q3 2020	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+54,019	+37.8%	$15.73K	196,858
Q3 2020	ADBE Adobe Inc.	Adobe Inc.	Sell	-248	-11.4%	$943.00	1,922
Q3 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+3	+0.1%	$279.00	2,394
Q3 2020	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-1,415	-29.3%	$476.00	3,412
Q3 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-240	-17.4%	$264.00	1,142
Q3 2020	AEE Ameren Corporation	Ameren Corporation	Buy	+460	+9.4%	$423.00	5,351
Q3 2020	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy	+163	+1.6%	$847.00	10,642
Q3 2020	AEP American Electric Power Company	American Electric Power Company	Sell	-663	-9.4%	$521.00	6,380
Q3 2020	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+405	+6.0%	$258.00	7,107
Q3 2020	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+115,946	+12.3%	$125.03K	1,059,058
Q3 2020	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+3,485	+1.3%	$14.22K	264,168
Q3 2020	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell - Position Exit	-815	-100.0%	$0.00	-
Q3 2020	ALL Allstate Corporation (The)	Allstate Corporation (The)	Buy	+8	+0.3%	$216.00	2,296
Q3 2020	AMGN Amgen Inc.	Amgen Inc.	Buy	+62	+0.6%	$2.48K	9,742
Q3 2020	AMLP Alerian MLP ETF	Alerian MLP ETF	Sell	-14,600	-44.4%	$365.00	18,288
Q3 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+52	+2.7%	$473.00	1,955
Q3 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-189	-3.0%	$19.51K	6,197
Q3 2020	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy	+2,312	+111.3%	$1.31K	4,389
Q3 2020	ARCC Ares Capital Corporation	Ares Capital Corporation	Buy	+19,949	+18.1%	$1.82K	130,433
Q3 2020	ARKK ARK Innovation ETF	ARK Innovation ETF	Buy - Position Entry	+6,459	-	$594.00	6,459
Q3 2020	ASML ASML	ASML	Buy - Position Entry	+727	-	$268.00	727
Q3 2020	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-4	-0.4%	$334.00	918
Q3 2020	AWK American Water Works Company, I	American Water Works Company, I	Buy	+142	+9.1%	$247.00	1,704
Q3 2020	AXP American Express Company	American Express Company	Sell	-1,492	-23.9%	$477.00	4,758
Q3 2020	AZN Astrazeneca PLC	Astrazeneca PLC	Buy	+77	+1.7%	$252.00	4,599

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