Sequoia Financial Advisors, LLC Closed Holding Positions

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QYLG
Global X Fds Nasdaq 100 Covere

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

ETFs
Q3 2021 Filed on Oct 26, 2021
7,639
$40.4 - $52.59 $309K - $402K
Fireeye Inc
Q3 2021 Filed on Oct 26, 2021
10,031
N/A
Brickell Biotech Inc
Q3 2021 Filed on Oct 26, 2021
10,023
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
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
SOCL
Global X Fds Global X Social M

ETFs
Q3 2021 Filed on Oct 26, 2021
3,522
$60.12 - $72.08 $212K - $254K
FTEK
Fuel Tech, Inc.

Industrials
Q2 2021 Filed on Jul 27, 2021
10,000
$1.85 - $2.94 $18.5K - $29.4K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2021 Filed on Jul 27, 2021
15,344
$27.33 - $37.08 $419K - $569K
FCEL
Fuelcell Energy Inc

Industrials
Q2 2021 Filed on Jul 27, 2021
10,297
$7.13 - $14.35 $73.4K - $148K
GSV
Gold Standard Ventures Corp.

Basic Materials
Q2 2021 Filed on Jul 27, 2021
26,000
$0.54 - $0.64 $14K - $16.6K
Ag Mtg Invt Tr Inc
Q2 2021 Filed on Jul 27, 2021
10,272
N/A
Acasti Pharma Inc
Q2 2021 Filed on Jul 27, 2021
10,000
N/A
Bristol Myers Squibb CO
Q1 2021 Filed on May 14, 2021
43,956
N/A
EWC
Ishares Msci Canada ETF

ETFs
Q1 2021 Filed on May 14, 2021
7,018
$30.6 - $34.94 $215K - $245K
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
112,824
$18.34 - $25.28 $2.07M - $2.85M
BOIL
Pro Shares Trust Ii

ETFs
Q4 2020 Filed on Feb 12, 2021
5,765
$18.25 - $42.78 $105K - $247K
Zomedica Pharmaceuticals Cor
Q4 2020 Filed on Feb 12, 2021
15,000
N/A
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q4 2020 Filed on Feb 12, 2021
6,414
$48.1 - $59.64 $309K - $383K
VEON
Veon Ltd.

Communication Services
Q4 2020 Filed on Feb 12, 2021
25,000
$1.21 - $1.65 $30.3K - $41.3K
Denbury Res Inc
Q3 2020 Filed on Oct 23, 2020
10,000
N/A
THO
Thor Industries Inc

Consumer Cyclical
Q3 2020 Filed on Oct 23, 2020
1,894
$89.08 - $120.74 $169K - $229K
Seagate Technology PLC
Q3 2020 Filed on Oct 23, 2020
5,173
N/A
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 23, 2020
42,907
$0.75 - $1.09 $32.2K - $46.8K
PII
Polaris Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 23, 2020
16,944
$87.87 - $107.62 $1.49M - $1.82M
Aurora Cannabis Inc
Q2 2020 Filed on Aug 11, 2020
16,845
N/A
Pimco Dynamic Cr & Mtg Inc F
Q2 2020 Filed on Aug 11, 2020
37,024
N/A
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
28,851
$7.98 - $9.66 $230K - $279K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q2 2020 Filed on Aug 11, 2020
18,728
$7.91 - $11.99 $148K - $225K
Allianzgi Conv Income Fd
Q2 2020 Filed on Aug 11, 2020
40,307
N/A
Antares Pharma Inc
Q2 2020 Filed on Aug 11, 2020
100,950
N/A
EDI
Stone Harbor Emerging Markets Total Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
32,000
$5.59 - $8.16 $179K - $261K
Qutoutiao Inc
Q2 2020 Filed on Aug 11, 2020
10,000
N/A
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
34,823
$5.81 - $7.63 $202K - $266K
OXLC
Oxford Lane Capital Corp.

Financial Services
Q2 2020 Filed on Aug 11, 2020
27,930
$2.71 - $6.0 $75.7K - $168K
First Defiance Finl Corp
Q2 2020 Filed on Aug 11, 2020
96,748
N/A
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
16,012
$4.2 - $5.11 $67.3K - $81.8K
HIE
Miller/Howard High Income Equity Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
19,714
$4.89 - $6.9 $96.4K - $136K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
Q2 2020 Filed on Aug 11, 2020
20,900
$12.18 - $14.49 $255K - $303K
CRF
Cornerstone Total Return Fund Inc

Financial Services
Q2 2020 Filed on Aug 11, 2020
36,844
$7.49 - $10.59 $276K - $390K
FPL
First Trust New Opportunities Mlp & Energy Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
15,500
$3.35 - $5.55 $51.9K - $86K
PHK
Pimco High Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
14,415
$4.69 - $5.77 $67.6K - $83.2K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
50,000
$5.41 - $6.33 $271K - $317K
Allergan PLC
Q2 2020 Filed on Aug 11, 2020
1,185
N/A
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
1,838
N/A
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