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Sequoia Financial Advisors’s Research Frontiers REFR Stock Holding History

Sequoia Financial Advisors’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,850
Closed -$16.7K – 1275
2024
Q1 		$16.7K Buy
+12,850
New +$14.1K ﹤0.01% 1159

Other funds holding REFR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Financial Advisors's REFR Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of Research Frontiers (REFR) in Q2 2024, closing a stake of 12,850 shares — an estimated $16.7K sold.

Sequoia Financial Advisors first reported a position in REFR in Q1 2024 and held it in 1 quarter. The position peaked at $16.7K in Q1 2024. 31 funds tracked by Wall St. Rank hold REFR as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining Research Frontiers position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,850 Research Frontiers shares in Q2 2024, an estimated $16.7K.
  • Sequoia Financial Advisors first reported a position in Research Frontiers in Q1 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's Research Frontiers position peaked at $16.7K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held Research Frontiers as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.