Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2022)
According to the SEC 13F filed on Jan 18, 2023, the Sequoia Financial Advisors portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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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