Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2023)

As of Dec 31, 2023, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jan 26, 2024. 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 2023, the filing reported:

New Buys - , AAON, Inc., Advance Auto Parts Inc., Ameris Bancorp, Arcosa, Inc., and 279 more

Increases - Agilent Technologies, Inc., Apple Inc., AbbVie Inc., Ambev S.A., Airbnb, Inc., and 661 more

Reductions - iShares MSCI ACWI ex U.S. ETF, Agnico Eagle Mines Limited, AerCap, WisdomTree Yield Enhanced U.S. , Ares Management Corporation, and 170 more

Complete Exits - American Assets Trust, Inc., Asbury Automotive Group Inc, Axcelis Technologies, Inc., Antero Resources Corporation, Sendas Distribuidora S A, and 37 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 2023	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+29,097	+820.8%	$4.54M	32,642
Q4 2023	AAN		Buy - Position Entry	+20,045	-	$218.09K	20,045
Q4 2023	AAON AAON, Inc.	AAON, Inc.	Buy - Position Entry	+2,710	-	$200.19K	2,710
Q4 2023	AAP Advance Auto Parts Inc.	Advance Auto Parts Inc.	Buy - Position Entry	+6,792	-	$414.52K	6,792
Q4 2023	AAPL Apple Inc.	Apple Inc.	Buy	+443,462	+54.1%	$243.15M	1,262,924
Q4 2023	AAT American Assets Trust, Inc.	American Assets Trust, Inc.	Sell - Position Exit	-11,304	-100.0%	$0.00	-
Q4 2023	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+25,923	+66.2%	$10.09M	65,085
Q4 2023	ABCB Ameris Bancorp	Ameris Bancorp	Buy - Position Entry	+4,130	-	$219.10K	4,130
Q4 2023	ABEV Ambev S.A.	Ambev S.A.	Buy	+532,012	+339.1%	$1.94M	688,909
Q4 2023	ABG Asbury Automotive Group Inc	Asbury Automotive Group Inc	Sell - Position Exit	-925	-100.0%	$0.00	-
Q4 2023	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+1,215	+23.5%	$869.14K	6,384
Q4 2023	ABT Abbott Laboratories	Abbott Laboratories	Buy	+122,428	+408.4%	$16.77M	152,403
Q4 2023	ACA Arcosa, Inc.	Arcosa, Inc.	Buy - Position Entry	+2,657	-	$219.58K	2,657
Q4 2023	ACLS Axcelis Technologies, Inc.	Axcelis Technologies, Inc.	Sell - Position Exit	-1,316	-100.0%	$0.00	-
Q4 2023	ACN Accenture plc	Accenture plc	Buy	+9,316	+71.2%	$7.86M	22,409
Q4 2023	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+98,804	+9.5%	$116.18M	1,141,615
Q4 2023	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Sell	-11,946	-4.7%	$12.47M	244,388
Q4 2023	ADBE Adobe Inc.	Adobe Inc.	Buy	+3,935	+69.5%	$5.72M	9,594
Q4 2023	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+97	+1.5%	$422.71K	6,715
Q4 2023	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+6,564	+107.6%	$2.52M	12,667
Q4 2023	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy	+5,287	+89.2%	$810.05K	11,216
Q4 2023	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+7,894	+121.5%	$3.35M	14,391
Q4 2023	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+3,831	+226.4%	$1.34M	5,523
Q4 2023	AEE Ameren Corporation	Ameren Corporation	Buy	+2,193	+33.8%	$627.67K	8,677
Q4 2023	AEG Aegon Ltd. New York Registry Sh	Aegon Ltd. New York Registry Sh	Buy - Position Entry	+19,779	-	$113.93K	19,779
Q4 2023	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Sell	-1,625	-10.3%	$772.13K	14,077
Q4 2023	AEP American Electric Power Company	American Electric Power Company	Buy	+92,213	+408.1%	$9.32M	114,807
Q4 2023	AER AerCap	AerCap	Sell	-5	-0.1%	$479.81K	6,456
Q4 2023	AES The AES Corporation	The AES Corporation	Buy - Position Entry	+16,719	-	$321.83K	16,719
Q4 2023	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+6,454	+62.0%	$1.39M	16,863

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