SFA
DNB

Sequoia Financial Advisors’s Dun & Bradstreet DNB Stock Holding History

Sequoia Financial Advisors’s Portfolio DNB Stock Details DNB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$159K Buy
+17,450
New +$159K ﹤0.01% 1491
2024
Q1 		– Sell
-18,613
Closed -$218K – 1177
2023
Q4 		$218K Buy
+18,613
New +$218K ﹤0.01% 1071