Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2021)

As of Dec 31, 2021, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 11, 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 Q4 2021, the filing reported:

New Buys - Agilent Technologies, Inc., ABB Ltd., Agree Realty Corporation, Autodesk, Inc., Ameren Corporation, and 316 more

Increases - Apple Inc., AbbVie Inc., Ambev S.A., Airbnb, Inc., Abbott Laboratories, and 228 more

Reductions - Banco Bilbao Vizcaya Argentaria, B&G Foods, Inc., Incyte Corporation, Progressive Corporation (The)

Complete Exits - Cincinnati Financial Corporatio, iShares MSCI Emerging Markets e, Itau Unibanco Banco Holding SA

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 2021	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy - Position Entry	+1,535	-	$245.00	1,535
Q4 2021	AAPL Apple Inc.	Apple Inc.	Buy	+396,893	+210.5%	$103.95K	585,423
Q4 2021	ABBNY ABB Ltd.	ABB Ltd.	Buy - Position Entry	+5,692	-	$217.00	5,692
Q4 2021	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+59,716	+412.5%	$10.04K	74,191
Q4 2021	ABEV Ambev S.A.	Ambev S.A.	Buy	+2,073	+8.6%	$73.00	26,065
Q4 2021	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+235	+17.7%	$260.00	1,562
Q4 2021	ABT Abbott Laboratories	Abbott Laboratories	Buy	+23,142	+390.6%	$4.09K	29,067
Q4 2021	ACN Accenture plc	Accenture plc	Buy	+6,975	+396.1%	$3.62K	8,736
Q4 2021	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+458,381	+343.0%	$62.62K	592,004
Q4 2021	ADBE Adobe Inc.	Adobe Inc.	Buy	+1,630	+177.2%	$1.45K	2,550
Q4 2021	ADC Agree Realty Corporation	Agree Realty Corporation	Buy - Position Entry	+6,019	-	$430.00	6,019
Q4 2021	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+837	+43.3%	$487.00	2,769
Q4 2021	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+2,991	+247.2%	$1.04K	4,201
Q4 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+1,365	-	$384.00	1,365
Q4 2021	AEE Ameren Corporation	Ameren Corporation	Buy - Position Entry	+6,797	-	$605.00	6,797
Q4 2021	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy	+274	+2.6%	$568.00	10,694
Q4 2021	AEP American Electric Power Company	American Electric Power Company	Buy	+12,757	+360.1%	$1.45K	16,300
Q4 2021	AFL AFLAC Incorporated	AFLAC Incorporated	Buy - Position Entry	+5,725	-	$334.00	5,725
Q4 2021	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+1,060,468	+323.7%	$158.35K	1,388,097
Q4 2021	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+199,298	+238.1%	$14.62K	283,001
Q4 2021	AIG American International Group, I	American International Group, I	Buy - Position Entry	+3,716	-	$211.00	3,716
Q4 2021	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Buy - Position Entry	+1,839	-	$312.00	1,839
Q4 2021	ALC Alcon	Alcon	Buy - Position Entry	+3,660	-	$319.00	3,660
Q4 2021	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy - Position Entry	+449	-	$295.00	449
Q4 2021	ALL Allstate Corporation (The)	Allstate Corporation (The)	Buy - Position Entry	+2,377	-	$280.00	2,377
Q4 2021	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy - Position Entry	+15,494	-	$2.44K	15,494
Q4 2021	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Buy - Position Entry	+26,208	-	$3.77K	26,208
Q4 2021	AME AMETEK, Inc.	AMETEK, Inc.	Buy - Position Entry	+1,679	-	$247.00	1,679
Q4 2021	AMGN Amgen Inc.	Amgen Inc.	Buy	+4,444	+66.3%	$2.51K	11,144
Q4 2021	AMLP Alerian MLP ETF	Alerian MLP ETF	Buy - Position Entry	+33,564	-	$1.10K	33,564

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