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

According to the SEC 13F filed on Jan 26, 2024, the Sequoia Financial Advisors portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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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