Sequoia Financial Advisors
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Sequoia Financial Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Sequoia Financial Advisors’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,118
Closed -$256K – 1425
2024
Q3 		$256K Buy
+36,118
New +$248K ﹤0.01% 1046

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Sequoia Financial Advisors's USA Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Liberty All-Star Equity Fund (USA) in Q4 2024, closing a stake of 36,118 shares — an estimated $256K sold.

Sequoia Financial Advisors first reported a position in USA in Q3 2024 and held it in 1 quarter. The position peaked at $256K in Q3 2024. 191 funds tracked by Wall St. Rank hold USA as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining Liberty All-Star Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 36,118 Liberty All-Star Equity Fund shares in Q4 2024, an estimated $256K.
  • Sequoia Financial Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's Liberty All-Star Equity Fund position peaked at $256K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2024.

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