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Sequoia Financial Advisors’s AB Disruptors ETF FWD Stock Holding History

Sequoia Financial Advisors’s Portfolio FWD Stock Details FWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,785
Closed -$375K – 1375
2024
Q3 		$375K Buy
+4,785
New +$362K ﹤0.01% 867

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IWC
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PAG
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QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
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DADC
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Sequoia Financial Advisors's FWD Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of AB Disruptors ETF (FWD) in Q4 2024, closing a stake of 4,785 shares — an estimated $375K sold.

Sequoia Financial Advisors first reported a position in FWD in Q3 2024 and held it in 1 quarter. The position peaked at $375K in Q3 2024. 21 funds tracked by Wall St. Rank hold FWD as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining AB Disruptors ETF position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,785 AB Disruptors ETF shares in Q4 2024, an estimated $375K.
  • Sequoia Financial Advisors first reported a position in AB Disruptors ETF in Q3 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's AB Disruptors ETF position peaked at $375K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q4 2024.

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