Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2022)

According to the SEC 13F filed on Oct 26, 2022, the Sequoia Financial Advisors portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2022, the filing reported:

New Buys - Arista Networks, Inc., PIMCO Active Bond Exchange-Trad, Boston Scientific Corporation, Chord Energy Corporation, Cognizant Technology Solutions , and 12 more

Increases - Agilent Technologies, Inc., Advance Auto Parts Inc., ABB Ltd., Agree Realty Corporation, Archer-Daniels-Midland Company, and 123 more

Reductions - Apple Inc., AbbVie Inc., Ambev S.A., Abbott Laboratories, Accenture plc, and 345 more

Complete Exits - Autodesk, Inc., Ameriprise Financial, Inc., Amarin Corporation plc, American Water Works Company, I, Brookfield Asset Management Inc, and 59 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 2022	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+38	+2.1%	$224.00	1,844
Q3 2022	AAP Advance Auto Parts Inc.	Advance Auto Parts Inc.	Buy	+3,534	+16.9%	$3.82K	24,456
Q3 2022	AAPL Apple Inc.	Apple Inc.	Sell	-33,787	-6.7%	$65.31K	472,572
Q3 2022	ABBNY ABB Ltd.	ABB Ltd.	Buy	+110	+1.2%	$238.00	9,277
Q3 2022	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-2,821	-6.1%	$5.88K	43,773
Q3 2022	ABEV Ambev S.A.	Ambev S.A.	Sell	-9,813	-17.0%	$136.00	47,984
Q3 2022	ABT Abbott Laboratories	Abbott Laboratories	Sell	-8,505	-34.0%	$1.59K	16,479
Q3 2022	ACN Accenture plc	Accenture plc	Sell	-608	-5.9%	$2.48K	9,634
Q3 2022	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-19,056	-2.9%	$49.74K	639,099
Q3 2022	ADBE Adobe Inc.	Adobe Inc.	Sell	-1,213	-41.0%	$481.00	1,748
Q3 2022	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+227	+4.5%	$357.00	5,286
Q3 2022	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-362	-8.4%	$547.00	3,923
Q3 2022	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy	+217	+6.0%	$307.00	3,819
Q3 2022	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-231	-4.1%	$1.22K	5,372
Q3 2022	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell - Position Exit	-1,184	-100.0%	$0.00	-
Q3 2022	AEE Ameren Corporation	Ameren Corporation	Sell	-82	-1.3%	$487.00	6,044
Q3 2022	AEP American Electric Power Company	American Electric Power Company	Sell	-895	-6.4%	$1.14K	13,184
Q3 2022	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+864	+14.4%	$386.00	6,872
Q3 2022	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-98,772	-5.7%	$158.73K	1,647,596
Q3 2022	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Sell	-28,691	-11.3%	$9.49K	224,755
Q3 2022	AIG American International Group, I	American International Group, I	Sell	-725	-14.4%	$204.00	4,307
Q3 2022	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Sell	-371	-10.2%	$559.00	3,267
Q3 2022	ALC Alcon	Alcon	Sell	-1,258	-25.6%	$212.00	3,649
Q3 2022	ALL Allstate Corporation (The)	Allstate Corporation (The)	Sell	-217	-5.7%	$446.00	3,582
Q3 2022	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+586	+3.8%	$1.32K	16,119
Q3 2022	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Buy	+677	+1.3%	$3.39K	53,493
Q3 2022	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+68	+2.6%	$304.00	2,685
Q3 2022	AMGN Amgen Inc.	Amgen Inc.	Sell	-3,842	-40.4%	$1.28K	5,669
Q3 2022	AMP Ameriprise Financial, Inc.	Ameriprise Financial, Inc.	Sell - Position Exit	-1,091	-100.0%	$0.00	-
Q3 2022	AMRN Amarin Corporation plc	Amarin Corporation plc	Sell - Position Exit	-13,000	-100.0%	$0.00	-

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