Sequoia Financial Advisors, LLC Closed Holding Positions

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KC
Kingsoft Cloud Holdings LTD

Technology
Q2 2022 Filed on Jul 22, 2022
14,378
$3.02 - $6.91 $43.4K - $99.4K
BST
Black Rock Science & Technology Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
5,901
$31.25 - $44.15 $184K - $261K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Jul 22, 2022
6,994
$74.69 - $128.97 $522K - $902K
UPH
Up Health, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
60,000
$0.52 - $1.18 $31.2K - $70.8K
WU
Western Union CO

Financial Services
Q2 2022 Filed on Jul 22, 2022
10,447
$15.47 - $19.82 $162K - $207K
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2022 Filed on Jul 22, 2022
10,427
$4.33 - $5.4 $45.1K - $56.3K
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2022 Filed on Jul 22, 2022
5,419
$34.78 - $51.9 $188K - $281K
PLUG
Plug Power Inc

Industrials
Q2 2022 Filed on Jul 22, 2022
18,158
$13.45 - $31.75 $244K - $577K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
1,356
$126.57 - $168.36 $172K - $228K
ATCO
Atlas Corp.

Financial Services
Q2 2022 Filed on Jul 22, 2022
12,680
$10.65 - $14.69 $135K - $186K
CC
Chemours CO

Basic Materials
Q2 2022 Filed on Jul 22, 2022
6,465
$29.39 - $44.79 $190K - $290K
DIDIY
Di Di Global Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
19,440
$1.44 - $3.4 $28K - $66.1K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
10,000
$10.5 - $15.46 $105K - $155K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
11,361
$6.81 - $11.11 $77.4K - $126K
VCR
Vanguard Consumer Discretionar

ETFs
Q2 2022 Filed on Jul 22, 2022
1,271
$222.74 - $312.09 $283K - $397K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
4,118
$66.31 - $83.95 $273K - $346K
MP
Mp Materials Corp.

Basic Materials
Q2 2022 Filed on Jul 22, 2022
16,353
$32.08 - $58.26 $525K - $953K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2022 Filed on Jul 22, 2022
1,715
$108.34 - $205.24 $186K - $352K
HMY
Harmony Gold Mining CO LTD

Basic Materials
Q2 2022 Filed on Jul 22, 2022
10,785
$3.07 - $5.24 $33.1K - $56.5K
EXK
Endeavour Silver Corp

Basic Materials
Q2 2022 Filed on Jul 22, 2022
10,000
$3.1 - $5.57 $31K - $55.7K
CBSH
Commerce Bancshares Inc

Financial Services
Q1 2022 Filed on May 13, 2022
3,452
$66.98 - $74.5 $231K - $257K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 13, 2022
1,996
$33.02 - $41.86 $65.9K - $83.6K
BIG
Big Lots Inc

Consumer Defensive
Q1 2022 Filed on May 13, 2022
6,454
$31.99 - $49.67 $206K - $321K
Royal Dutch Shell PLC
Q1 2022 Filed on May 13, 2022
5,713
N/A
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
25,000
$1.33 - $2.39 $33.3K - $59.8K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 13, 2022
8,363
$44.64 - $55.71 $373K - $466K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on May 13, 2022
5,601
$22.98 - $41.0 $129K - $230K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on May 13, 2022
2,939
$57.22 - $78.74 $168K - $231K
Zynga Inc
Q1 2022 Filed on May 13, 2022
15,984
N/A
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
3,555
$55.5 - $81.23 $197K - $289K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 13, 2022
789
$125.17 - $262.29 $98.8K - $207K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2022 Filed on May 13, 2022
3,475
$51.87 - $61.26 $180K - $213K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2022 Filed on May 13, 2022
4,387
$49.1 - $60.21 $215K - $264K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2022 Filed on May 13, 2022
5,040
$47.13 - $51.25 $238K - $258K
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 13, 2022
11,814
N/A
IGF
Ishares Global Infrastructure

ETFs
Q1 2022 Filed on May 13, 2022
4,912
$46.29 - $50.95 $227K - $250K
NAT
Nordic American Tankers LTD

Industrials
Q1 2022 Filed on May 13, 2022
10,604
$1.41 - $2.42 $15K - $25.7K
New Oriental Ed & Technology
Q1 2022 Filed on May 13, 2022
19,344
N/A
NBTB
Nbt Bancorp Inc

Financial Services
Q1 2022 Filed on May 13, 2022
14,270
$36.13 - $42.14 $516K - $601K
CMU
Mfs High Yield Municipal Trust

Financial Services
Q1 2022 Filed on May 13, 2022
11,264
$3.79 - $4.54 $42.7K - $51.1K
Ihs Markit LTD
Q1 2022 Filed on May 13, 2022
2,483
N/A
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
Q1 2022 Filed on May 13, 2022
14,383
$13.69 - $20.86 $197K - $300K
CHH
Choice Hotels International Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,304
$128.51 - $154.62 $168K - $202K
TWI
Titan International Inc

Industrials
Q1 2022 Filed on May 13, 2022
13,399
$9.47 - $15.75 $127K - $211K
ENIC
Enel Chile S.A.

Utilities
Q1 2022 Filed on May 13, 2022
17,584
$1.39 - $2.1 $24.4K - $36.9K
VG
Vonage Holdings Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
11,650
$15.37 - $20.81 $179K - $242K
CASH
Meta Financial Group Inc

Financial Services
Q3 2021 Filed on Oct 26, 2021
6,000
$46.98 - $52.48 $282K - $315K
RKT
Rocket Companies, Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
16,185
$16.04 - $19.26 $260K - $312K
SAM
Boston Beer CO Inc

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
251
$509.75 - $979.41 $128K - $246K
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