Sequoia Financial Advisors’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,392
Closed -$439K 1014
2023
Q2
$439K Buy
+4,392
New +$620K 0.01% 562

Other funds holding VXX

Sequoia Financial Advisors's VXX Position: Q3 2023 in Review

Sequoia Financial Advisors sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q3 2023, closing a stake of 4,392 shares — an estimated $439K sold.

Sequoia Financial Advisors first reported a position in VXX in Q2 2023 and held it in 1 quarter. The position peaked at $439K in Q2 2023. 59 funds tracked by Wall St. Rank hold VXX as of Q3 2023.

  • Sequoia Financial Advisors reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q3 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,392 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q3 2023, an estimated $439K.
  • Sequoia Financial Advisors first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q2 2023 and held it in 1 quarter.
  • Sequoia Financial Advisors's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $439K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q3 2023.

Based on Sequoia Financial Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.