Sequoia Financial Advisors, LLC Closed Holding Positions

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Jul 22, 2022
6,994
$74.69 - $128.97 $522K - $902K
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
PLUG
Plug Power Inc

Industrials
Q2 2022 Filed on Jul 22, 2022
18,158
$13.45 - $31.75 $244K - $577K
EXK
Endeavour Silver Corp

Basic Materials
Q2 2022 Filed on Jul 22, 2022
10,000
$3.1 - $5.57 $31K - $55.7K
UPH
Up Health, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
60,000
$0.52 - $1.18 $31.2K - $70.8K
BST
Black Rock Science & Technology Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
5,901
$31.25 - $44.15 $184K - $261K
ATCO
Atlas Corp.

Financial Services
Q2 2022 Filed on Jul 22, 2022
12,680
$10.65 - $14.69 $135K - $186K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
10,000
$10.5 - $15.46 $105K - $155K
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
MEIP
Mei Pharma, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
10,615
$0.42 - $0.65 $4.46K - $6.9K
KC
Kingsoft Cloud Holdings LTD

Technology
Q2 2022 Filed on Jul 22, 2022
14,378
$3.02 - $6.91 $43.4K - $99.4K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2022 Filed on Jul 22, 2022
1,715
$108.34 - $205.24 $186K - $352K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2022 Filed on May 13, 2022
3,475
$51.87 - $61.26 $180K - $213K
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
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
TWI
Titan International Inc

Industrials
Q1 2022 Filed on May 13, 2022
13,399
$9.47 - $15.75 $127K - $211K
New Oriental Ed & Technology
Q1 2022 Filed on May 13, 2022
19,344
N/A
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 13, 2022
11,814
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 13, 2022
8,363
$44.64 - $55.71 $373K - $466K
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
Ihs Markit LTD
Q1 2022 Filed on May 13, 2022
2,483
N/A
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
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2022 Filed on May 13, 2022
5,040
$47.13 - $51.25 $238K - $258K
NBTB
Nbt Bancorp Inc

Financial Services
Q1 2022 Filed on May 13, 2022
14,270
$36.13 - $42.14 $516K - $601K
VG
Vonage Holdings Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
11,650
$15.37 - $20.81 $179K - $242K
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q3 2021 Filed on Oct 26, 2021
14,906
$6.61 - $7.35 $98.5K - $110K
CASH
Meta Financial Group Inc

Financial Services
Q3 2021 Filed on Oct 26, 2021
6,000
$46.98 - $52.48 $282K - $315K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2021 Filed on Oct 26, 2021
23,066
$14.39 - $20.62 $332K - $476K
IDV
Ishares Tr

ETFs
Q3 2021 Filed on Oct 26, 2021
50,513
$30.42 - $32.96 $1.54M - $1.66M
Brickell Biotech Inc
Q3 2021 Filed on Oct 26, 2021
10,023
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q3 2021 Filed on Oct 26, 2021
9,053
$30.62 - $30.7 $277K - $278K
Fireeye Inc
Q3 2021 Filed on Oct 26, 2021
10,031
N/A
L Brands Inc
Q3 2021 Filed on Oct 26, 2021
4,645
N/A
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
1,393
$125.92 - $164.64 $175K - $229K
Cleveland Biolabs Inc
Q3 2021 Filed on Oct 26, 2021
12,588
N/A
SOCL
Global X Fds Global X Social M

ETFs
Q3 2021 Filed on Oct 26, 2021
3,522
$60.12 - $72.08 $212K - $254K
VIS
Vanguard Industrial ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
1,391
$187.89 - $201.13 $261K - $280K
General Electric CO
Q3 2021 Filed on Oct 26, 2021
109,919
N/A
XYLD
Global X Fds S&P 500 Covered C

ETFs
Q3 2021 Filed on Oct 26, 2021
46,500
$48.05 - $50.04 $2.23M - $2.33M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
Q3 2021 Filed on Oct 26, 2021
20,803
$31.15 - $33.1 $648K - $689K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q3 2021 Filed on Oct 26, 2021
7,639
$40.4 - $52.59 $309K - $402K
Acasti Pharma Inc
Q2 2021 Filed on Jul 27, 2021
10,000
N/A
FTEK
Fuel Tech, Inc.

Industrials
Q2 2021 Filed on Jul 27, 2021
10,000
$1.85 - $2.94 $18.5K - $29.4K
Ag Mtg Invt Tr Inc
Q2 2021 Filed on Jul 27, 2021
10,272
N/A
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