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Sequoia Financial Advisors’s Root ROOT Stock Holding History

Sequoia Financial Advisors’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,352
Closed -$242K – 2048
2025
Q4 		$242K Buy
3,352
+2
+0.1% +$159 ﹤0.01% 1689
2025
Q3 		$300K Hold
3,350
– – ﹤0.01% 1397
2025
Q2 		$429K Hold
3,350
– – ﹤0.01% 1077
2025
Q1 		$447K Sell
3,350
-1,450
-30% -$166K ﹤0.01% 898
2024
Q4 		$348K Buy
+4,800
New +$332K ﹤0.01% 957
2024
Q3 		– Sell
-4,800
Closed -$248K – 1354
2024
Q2 		$248K Hold
4,800
– – ﹤0.01% 976
2024
Q1 		$293K Buy
+4,800
New +$113K ﹤0.01% 872

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return