Sequoia Financial Advisors’s Global X Social Media ETF SOCL Stock Holding History

Sequoia Financial Advisors’s Portfolio SOCL Stock Details SOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,522	Closed	-$255K	–	418
2021 Q2	$255K	Buy	3,522 +285	+9%	+$19.4K	0.01%	408
2021 Q1	$216K	Buy	+3,237	New	+$224K	0.01%	404

Other funds holding SOCL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sequoia Financial Advisors's SOCL Position: Q3 2021 in Review

Sequoia Financial Advisors sold out of Global X Social Media ETF (SOCL) in Q3 2021, closing a stake of 3,522 shares — an estimated $255K sold.

Sequoia Financial Advisors first reported a position in SOCL in Q1 2021 and held it in 2 quarters. The position peaked at $255K in Q2 2021. 80 funds tracked by Wall St. Rank hold SOCL as of Q3 2021.

Sequoia Financial Advisors reported no remaining Global X Social Media ETF position as of Q3 2021 after selling out during the quarter.
Sequoia Financial Advisors sold 3,522 Global X Social Media ETF shares in Q3 2021, an estimated $255K.
Sequoia Financial Advisors first reported a position in Global X Social Media ETF in Q1 2021 and held it in 2 quarters.
Sequoia Financial Advisors's Global X Social Media ETF position peaked at $255K in Q2 2021.
80 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q3 2021.

Based on Sequoia Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.