Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2021)

As of Sep 30, 2021, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Oct 26, 2021. 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 2021, the filing reported:

New Buys - Airbnb, Inc., Bath & Body Works, Inc., B&G Foods, Inc., iShares MSCI Emerging Markets e, GE Aerospace

Increases - Clorox Company (The), Freeport-McMoRan, Inc., iShares U.S. Medical Devices ET, MP Materials Corp., Plug Power, Inc., and 2 more

Reductions - Apple Inc., AbbVie Inc., Ambev S.A., Abbott Laboratories, Accenture plc, and 224 more

Complete Exits - Agilent Technologies, Inc., Agree Realty Corporation, Autodesk, Inc., Ameren Corporation, AFLAC Incorporated, and 205 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
Q3 2021	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell - Position Exit	-1,576	-100.0%	$0.00	-
Q3 2021	AAPL Apple Inc.	Apple Inc.	Sell	-326,430	-63.4%	$26.68K	188,530
Q3 2021	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-42,152	-74.4%	$1.56K	14,475
Q3 2021	ABEV Ambev S.A.	Ambev S.A.	Sell	-13,320	-35.7%	$66.00	23,992
Q3 2021	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy - Position Entry	+1,327	-	$223.00	1,327
Q3 2021	ABT Abbott Laboratories	Abbott Laboratories	Sell	-15,249	-72.0%	$700.00	5,925
Q3 2021	ACN Accenture plc	Accenture plc	Sell	-7,910	-81.8%	$563.00	1,761
Q3 2021	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-370,292	-73.5%	$13.35K	133,623
Q3 2021	ADBE Adobe Inc.	Adobe Inc.	Sell	-734	-44.4%	$530.00	920
Q3 2021	ADC Agree Realty Corporation	Agree Realty Corporation	Sell - Position Exit	-5,771	-100.0%	$0.00	-
Q3 2021	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-576	-23.0%	$324.00	1,932
Q3 2021	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-3,262	-72.9%	$242.00	1,210
Q3 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell - Position Exit	-1,044	-100.0%	$0.00	-
Q3 2021	AEE Ameren Corporation	Ameren Corporation	Sell - Position Exit	-6,477	-100.0%	$0.00	-
Q3 2021	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Sell	-28	-0.3%	$540.00	10,420
Q3 2021	AEP American Electric Power Company	American Electric Power Company	Sell	-8,157	-69.7%	$288.00	3,543
Q3 2021	AFL AFLAC Incorporated	AFLAC Incorporated	Sell - Position Exit	-6,170	-100.0%	$0.00	-
Q3 2021	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-836,656	-71.9%	$37.62K	327,629
Q3 2021	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Sell	-204,351	-70.9%	$4.35K	83,703
Q3 2021	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Sell - Position Exit	-2,214	-100.0%	$0.00	-
Q3 2021	ALL Allstate Corporation (The)	Allstate Corporation (The)	Sell - Position Exit	-2,095	-100.0%	$0.00	-
Q3 2021	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell - Position Exit	-3,489	-100.0%	$0.00	-
Q3 2021	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Sell - Position Exit	-22,356	-100.0%	$0.00	-
Q3 2021	AMGN Amgen Inc.	Amgen Inc.	Sell	-4,149	-38.2%	$1.43K	6,700
Q3 2021	AMLP Alerian MLP ETF	Alerian MLP ETF	Sell - Position Exit	-33,557	-100.0%	$0.00	-
Q3 2021	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell - Position Exit	-1,642	-100.0%	$0.00	-
Q3 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-6,217	-71.6%	$8.11K	2,470
Q3 2021	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell	-13,686	-58.8%	$2.46K	9,607
Q3 2021	ARCC Ares Capital Corporation	Ares Capital Corporation	Sell - Position Exit	-17,125	-100.0%	$0.00	-
Q3 2021	ARKF ARK Fintech Innovation ETF	ARK Fintech Innovation ETF	Sell - Position Exit	-14,682	-100.0%	$0.00	-

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