Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2022)
As of Dec 31, 2022, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jan 18, 2023. 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 2022, the filing reported:
New Buys - Autodesk, Inc., Agnico Eagle Mines Limited, AerCap, agilon health, inc., Applied Industrial Technologies, and 252 more
Increases - Agilent Technologies, Inc., Advance Auto Parts Inc., Apple Inc., ABB Ltd., Ambev S.A., and 420 more
Reductions - AbbVie Inc., WisdomTree Yield Enhanced U.S. , Applied Materials, Inc., Advanced Micro Devices, Inc., ARK Genomic Revolution ETF, and 73 more
Complete Exits - ARK Innovation ETF, Invesco Dow Jones Industrial Av, WisdomTree U.S. LargeCap Divide, iShares 5-10 Year Investment Gr, Northern Dynasty Minerals, Ltd., and 1 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2022
|
A
Agilent Technologies, Inc.
|
Buy |
+2,375
|
|
Q4 2022
|
AAP
Advance Auto Parts Inc.
|
Buy |
+11,195
|
|
Q4 2022
|
AAPL
Apple Inc.
|
Buy |
+253,989
|
|
Q4 2022
|
ABBNY
ABB Ltd.
|
Buy |
+10,655
|
|
Q4 2022
|
ABBV
AbbVie Inc.
|
Sell |
-6,531
|
|
Q4 2022
|
ABEV
Ambev S.A.
|
Buy |
+667
|
|
Q4 2022
|
ABT
Abbott Laboratories
|
Buy |
+13,140
|
|
Q4 2022
|
ACN
Accenture plc
|
Buy |
+2,386
|
|
Q4 2022
|
ACWI
iShares MSCI ACWI ETF
|
Buy |
+159,315
|
|
Q4 2022
|
ADBE
Adobe Inc.
|
Buy |
+3,301
|
|
Q4 2022
|
ADC
Agree Realty Corporation
|
Buy |
+3,579
|
|
Q4 2022
|
ADI
Analog Devices, Inc.
|
Buy |
+1,460
|
|
Q4 2022
|
ADM
Archer-Daniels-Midland Company
|
Buy |
+4,519
|
|
Q4 2022
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+1,282
|
|
Q4 2022
|
ADSK
Autodesk, Inc.
|
Buy - Position Entry |
+1,806
|
|
Q4 2022
|
AEE
Ameren Corporation
|
Buy |
+1,886
|
|
Q4 2022
|
AEM
Agnico Eagle Mines Limited
|
Buy - Position Entry |
+11,388
|
|
Q4 2022
|
AEP
American Electric Power Company
|
Buy |
+7,500
|
|
Q4 2022
|
AER
AerCap
|
Buy - Position Entry |
+6,098
|
|
Q4 2022
|
AFL
AFLAC Incorporated
|
Buy |
+1,291
|
|
Q4 2022
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy |
+110,009
|
|
Q4 2022
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Sell |
-16,470
|
|
Q4 2022
|
AGL
agilon health, inc.
|
Buy - Position Entry |
+27,439
|
|
Q4 2022
|
AIG
American International Group, I
|
Buy |
+3,033
|
|
Q4 2022
|
AIT
Applied Industrial Technologies
|
Buy - Position Entry |
+1,601
|
|
Q4 2022
|
AIVL
WisdomTree U.S. AI Enhanced Val
|
Buy - Position Entry |
+3,100
|
|
Q4 2022
|
AJG
Arthur J. Gallagher & Co.
|
Buy |
+536
|
|
Q4 2022
|
AKAM
Akamai Technologies, Inc.
|
Buy - Position Entry |
+2,568
|
|
Q4 2022
|
ALC
Alcon
|
Buy |
+2,072
|
|
Q4 2022
|
ALL
Allstate Corporation (The)
|
Buy |
+1,383
|
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