SFA
ADAM

Sequoia Financial Advisors’s Adamas Trust ADAM Stock Holding History

Sequoia Financial Advisors’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,953
Closed -$75.7K – 1399
2024
Q3 		$75.7K Buy
+11,953
New +$76.9K ﹤0.01% 1244

Other funds holding ADAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Sequoia Financial Advisors's ADAM Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Adamas Trust (ADAM) in Q4 2024, closing a stake of 11,953 shares — an estimated $75.7K sold.

Sequoia Financial Advisors first reported a position in ADAM in Q3 2024 and held it in 1 quarter. The position peaked at $75.7K in Q3 2024. 168 funds tracked by Wall St. Rank hold ADAM as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining Adamas Trust position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,953 Adamas Trust shares in Q4 2024, an estimated $75.7K.
  • Sequoia Financial Advisors first reported a position in Adamas Trust in Q3 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's Adamas Trust position peaked at $75.7K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Adamas Trust as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.