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Sequoia Financial Advisors’s Arhaus ARHS Stock Holding History

Sequoia Financial Advisors’s Portfolio ARHS Stock Details ARHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-112,070
Closed -$1.05M – 1378
2024
Q4 		$1.05M Sell
112,070
-1,921
-2% -$18.8K 0.01% 564
2024
Q3 		$1.4M Buy
113,991
+5,577
+5% +$75.3K 0.02% 456
2024
Q2 		$1.84M Sell
108,414
-120,000
-53% -$1.94M 0.02% 347
2024
Q1 		$3.52M Hold
228,414
– – 0.04% 238
2023
Q4 		$2.71M Hold
228,414
– – 0.03% 295
2023
Q3 		$2.12M Sell
228,414
-150,000
-40% -$1.57M 0.04% 224
2023
Q2 		$3.95M Buy
378,414
+89,683
+31% +$732K 0.07% 177
2023
Q1 		$2.39M Buy
+288,731
New +$3.49M 0.05% 195

Other funds holding ARHS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return