Sequoia Financial Advisors, LLC Spdr Dow Jones Global Real Est Transaction History

Sequoia Financial Advisors, LLC

$8.06 Billion
Q2 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 6,185 shares of RWO stock, worth $288,221. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,185

Previous 17,449 64.55%

Holding current value

$288,221

Previous $747,000 65.73%

% of portfolio

0.0%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$39.55 - $42.66 $445,491 - $480,522	-11,264 Reduced 64.55%	6,185 $256,000
Q1 2024 Apr 30, 2024	SELL	$40.98 - $43.83 $11,638 - $12,447	-284 Reduced 1.6%	17,449 $747,000
Q3 2023 Nov 08, 2023	SELL	$37.74 - $43.16 $743,553 - $850,338	-19,702 Reduced 52.63%	17,733 $677,000
Q2 2023 Aug 08, 2023	SELL	$39.37 - $41.91 $806,336 - $858,358	-20,481 Reduced 35.36%	37,435 $1.54 Million
Q1 2023 Apr 24, 2023	SELL	$38.63 - $46.08 $488,785 - $583,050	-12,653 Reduced 17.93%	57,916 $2.38 Million
Q4 2022 Feb 10, 2023	SELL	$37.13 - $43.08 $3,861 - $4,480	-104 Reduced 0.15%	70,569 $2.89 Million
Q4 2022 Jan 17, 2023	SELL	$37.13 - $43.08 $3.19 Million - $3.7 Million	-85,827 Reduced 54.84%	70,673 $0
Q3 2022 Oct 26, 2022	SELL	$38.05 - $48.79 $950,412 - $1.22 Million	-24,978 Reduced 13.76%	156,500 $6.06 Million
Q2 2022 Jul 22, 2022	SELL	$43.05 - $55.03 $2.29 Million - $2.93 Million	-53,199 Reduced 22.67%	181,478 $8.01 Million
Q1 2022 May 13, 2022	SELL	$50.81 - $56.55 $1.63 Million - $1.81 Million	-32,071 Reduced 12.02%	234,677 $12.7 Million
Q4 2021 Feb 11, 2022	BUY	$51.43 - $56.53 $3.81 Million - $4.19 Million	74,116 Added 38.48%	266,748 $15.1 Million
Q3 2021 Oct 26, 2021	SELL	$51.06 - $55.26 $6.77 Million - $7.33 Million	-132,649 Reduced 40.78%	192,632 $9.84 Million
Q2 2021 Jul 27, 2021	SELL	$47.97 - $53.8 $59.5 Million - $66.7 Million	-1,239,655 Reduced 79.21%	325,281 $16.7 Million
Q1 2021 May 14, 2021	BUY	$43.07 - $47.99 $1.06 Million - $1.18 Million	24,498 Added 1.59%	1,564,936 $73.9 Million
Q4 2020 Feb 12, 2021	SELL	$37.87 - $45.0 $3.18 Million - $3.78 Million	-83,905 Reduced 5.17%	1,540,438 $68.5 Million
Q3 2020 Oct 23, 2020	SELL	$38.16 - $41.66 $2.94 Million - $3.21 Million	-77,091 Reduced 4.53%	1,624,343 $64.2 Million
Q2 2020 Aug 25, 2020	BUY	$32.9 - $43.96 $56 Million - $74.8 Million	1,701,434 New	1,701,434 $66.4 Million
Q2 2020 Aug 11, 2020	SELL	$32.9 - $43.96 $63.8 Million - $85.2 Million	-1,938,984 Closed	0 $66.4 Million
Q1 2020 May 11, 2020	BUY	$30.12 - $53.58 $2.61 Million - $4.64 Million	86,624 Added 4.68%	1,938,984 $69.8 Million
Q4 2019 Feb 13, 2020	BUY	$50.59 - $53.39 $4.4 Million - $4.64 Million	86,940 Added 4.92%	1,852,360 $95.4 Million
Q3 2019 Oct 22, 2019	BUY	$51.26 - $51.88 $2.15 Million - $2.18 Million	41,954 Added 2.43%	1,765,420 $91.6 Million
Q2 2019 Jul 31, 2019	BUY	N/A	128,011 Added 8.02%	1,723,466 $86 Million
Q1 2019 May 13, 2019	BUY	N/A	234,439 Added 17.23%	1,595,455 $79.8 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-208,910 Reduced 13.31%	1,361,016 $60.2 Million
Q3 2018 Nov 14, 2018	BUY	N/A	329,881 Added 26.6%	1,569,926 $74.7 Million
Q2 2018 Aug 14, 2018	BUY	N/A	35,797 Added 2.97%	1,240,045 $59.6 Million
Q1 2018 May 14, 2018	BUY	N/A	38,467 Added 3.3%	1,204,248 $55.6 Million
Q4 2017 Feb 13, 2018	BUY	N/A	302,232 Added 35.0%	1,165,781 $56.9 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-23,402 Reduced 2.64%	863,549 $41.2 Million
Q2 2017 Aug 09, 2017	BUY	N/A	886,951	886,951 $42.2 Million

Others Institutions Holding RWO

# of Institutions

223

Shares Held

19.3M

Call Options Held

Put Options Held

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Sequoia Financial Advisors, LLC Spdr Dow Jones Global Real Est Transaction History