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Sequoia Financial Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Sequoia Financial Advisors’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,848
Closed -$484K – 1283
2023
Q4 		$484K Buy
10,848
+1
+0% +$42 0.01% 748
2023
Q3 		$426K Buy
10,847
+1,570
+17% +$64.1K 0.01% 562
2023
Q2 		$378K Sell
9,277
-992
-10% -$37K 0.01% 607
2023
Q1 		$364K Buy
+10,269
New +$340K 0.01% 559

Other funds holding TMFC

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sequoia Financial Advisors's TMFC Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2024, closing a stake of 10,848 shares — an estimated $484K sold.

Sequoia Financial Advisors first reported a position in TMFC in Q1 2023 and held it in 4 quarters. The position peaked at $484K in Q4 2023. 93 funds tracked by Wall St. Rank hold TMFC as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining Motley Fool 100 Index ETF position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,848 Motley Fool 100 Index ETF shares in Q1 2024, an estimated $484K.
  • Sequoia Financial Advisors first reported a position in Motley Fool 100 Index ETF in Q1 2023 and held it in 4 quarters.
  • Sequoia Financial Advisors's Motley Fool 100 Index ETF position peaked at $484K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.