Sequoia Financial Advisors, LLC Closed Holding Positions

Sequoia Financial Advisors, LLC

  • $18.2 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
Fireeye Inc
Q3 2021 Filed on Oct 26, 2021
10,031
N/A
FCEL
Fuelcell Energy Inc

Industrials
Q2 2021 Filed on Jul 27, 2021
10,297
$7.13 - $14.35 $73.4K - $148K
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
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2021 Filed on Jul 27, 2021
15,344
$27.33 - $37.08 $419K - $569K
Flir Sys Inc
Q2 2021 Filed on Jul 27, 2021
5,296
N/A
GSV
Gold Standard Ventures Corp.

Basic Materials
Q2 2021 Filed on Jul 27, 2021
26,000
$0.54 - $0.64 $14K - $16.6K
FTEK
Fuel Tech, Inc.

Industrials
Q2 2021 Filed on Jul 27, 2021
10,000
$1.85 - $2.94 $18.5K - $29.4K
Bristol Myers Squibb CO
Q1 2021 Filed on May 14, 2021
43,956
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
112,824
$18.34 - $25.28 $2.07M - $2.85M
EWC
Ishares Msci Canada ETF

ETFs
Q1 2021 Filed on May 14, 2021
7,018
$30.6 - $34.94 $215K - $245K
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
PII
Polaris Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 23, 2020
16,944
$87.87 - $107.62 $1.49M - $1.82M
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 23, 2020
42,907
$0.75 - $1.09 $32.2K - $46.8K
Denbury Res Inc
Q3 2020 Filed on Oct 23, 2020
10,000
N/A
Seagate Technology PLC
Q3 2020 Filed on Oct 23, 2020
5,173
N/A
SLCA
U.S. Silica Holdings, Inc.

Energy
Q2 2020 Filed on Aug 11, 2020
11,915
$1.25 - $4.58 $14.9K - $54.6K
Pimco Dynamic Cr & Mtg Inc F
Q2 2020 Filed on Aug 11, 2020
37,024
N/A
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q2 2020 Filed on Aug 11, 2020
18,728
$7.91 - $11.99 $148K - $225K
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
1,838
N/A
Allergan PLC
Q2 2020 Filed on Aug 11, 2020
1,185
N/A
Aurora Cannabis Inc
Q2 2020 Filed on Aug 11, 2020
16,845
N/A
Allianzgi Conv Income Fd
Q2 2020 Filed on Aug 11, 2020
40,307
N/A
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
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
Qutoutiao Inc
Q2 2020 Filed on Aug 11, 2020
10,000
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
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
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
50,000
$5.41 - $6.33 $271K - $317K
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
PHK
Pimco High Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
14,415
$4.69 - $5.77 $67.6K - $83.2K
CRF
Cornerstone Total Return Fund Inc

Financial Services
Q2 2020 Filed on Aug 11, 2020
36,844
$7.49 - $10.59 $276K - $390K
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
21,571
N/A
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
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
First Defiance Finl Corp
Q2 2020 Filed on Aug 11, 2020
96,748
N/A
Northern Oil & Gas Inc Nev
Q1 2020 Filed on May 11, 2020
14,114
N/A
PFIE
Profire Energy Inc

Energy
Q1 2020 Filed on May 11, 2020
12,764
$0.7 - $1.5 $8.93K - $19.1K
Extended Stay Amer Inc
Q1 2020 Filed on May 11, 2020
19,107
N/A
EGY
Vaalco Energy Inc

Energy
Q1 2020 Filed on May 11, 2020
13,177
$0.71 - $2.54 $9.36K - $33.5K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 11, 2020
9,960
N/A
United Cmnty Finl Corp Ohio
Q1 2020 Filed on May 11, 2020
253,867
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 11, 2020
10,115
N/A
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email