Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2020)

As of Dec 31, 2020, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 12, 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 Q4 2020, the filing reported:

New Buys - Align Technology, Inc., Applied Materials, Inc., Advanced Micro Devices, Inc., ARK Genomic Revolution ETF, BHP Group Limited, and 35 more

Increases - Apple Inc., AbbVie Inc., Ambev S.A., iShares MSCI ACWI ETF, Adobe Inc., and 220 more

Reductions - Abbott Laboratories, Accenture plc, Agnico Eagle Mines Limited, American Tower Corporation (REI, Bank of America Corporation, and 98 more

Complete Exits - Pathward Financial, Inc., Crown Castle Inc., eBay Inc., Eastman Chemical Company, VanEck Gold Miners ETF, and 7 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
Q4 2020	AAPL Apple Inc.	Apple Inc.	Buy	+11,807	+2.9%	$55.16K	415,669
Q4 2020	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+3,917	+9.7%	$4.75K	44,349
Q4 2020	ABEV Ambev S.A.	Ambev S.A.	Buy	+4,333	+11.6%	$127.00	41,649
Q4 2020	ABT Abbott Laboratories	Abbott Laboratories	Sell	-68	-0.5%	$1.64K	14,987
Q4 2020	ACN Accenture plc	Accenture plc	Sell	-34	-0.4%	$2.26K	8,639
Q4 2020	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+70,470	+35.8%	$24.25K	267,328
Q4 2020	ADBE Adobe Inc.	Adobe Inc.	Buy	+14	+0.7%	$968.00	1,936
Q4 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+501	+20.9%	$428.00	2,895
Q4 2020	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+726	+21.3%	$729.00	4,138
Q4 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+432	+37.8%	$481.00	1,574
Q4 2020	AEE Ameren Corporation	Ameren Corporation	Buy	+527	+9.8%	$459.00	5,878
Q4 2020	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Sell	-150	-1.4%	$740.00	10,492
Q4 2020	AEP American Electric Power Company	American Electric Power Company	Buy	+562	+8.8%	$578.00	6,942
Q4 2020	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+266	+3.7%	$328.00	7,373
Q4 2020	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+61,353	+5.8%	$132.42K	1,120,411
Q4 2020	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+1,286	+0.5%	$14.25K	265,454
Q4 2020	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy - Position Entry	+562	-	$300.00	562
Q4 2020	ALL Allstate Corporation (The)	Allstate Corporation (The)	Buy	+1	+0.0%	$253.00	2,297
Q4 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy - Position Entry	+3,230	-	$279.00	3,230
Q4 2020	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Buy - Position Entry	+5,725	-	$525.00	5,725
Q4 2020	AMGN Amgen Inc.	Amgen Inc.	Buy	+263	+2.7%	$2.30K	10,005
Q4 2020	AMLP Alerian MLP ETF	Alerian MLP ETF	Buy	+4	+0.0%	$469.00	18,292
Q4 2020	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-75	-3.8%	$422.00	1,880
Q4 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+404	+6.5%	$21.50K	6,601
Q4 2020	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy	+358	+8.2%	$1.30K	4,747
Q4 2020	ARCC Ares Capital Corporation	Ares Capital Corporation	Buy	+14,394	+11.0%	$2.45K	144,827
Q4 2020	ARKG ARK Genomic Revolution ETF	ARK Genomic Revolution ETF	Buy - Position Entry	+7,596	-	$708.00	7,596
Q4 2020	ARKK ARK Innovation ETF	ARK Innovation ETF	Buy	+8,048	+124.6%	$1.81K	14,507
Q4 2020	ASML ASML	ASML	Buy	+149	+20.5%	$427.00	876
Q4 2020	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+159	+17.3%	$471.00	1,077

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