Sequoia Financial Advisors’s Westamerica Bancorp WABC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,782	Closed	-$251K	–	1474
2024 Q4	$251K	Sell	4,782 -41	-0.9%	-$2.19K	﹤0.01%	1107
2024 Q3	$238K	Sell	4,823 -7	-0.1%	-$356	﹤0.01%	1089
2024 Q2	$234K	Sell	4,830 -23	-0.5%	-$1.1K	﹤0.01%	1018
2024 Q1	$237K	Sell	4,853 -361	-7%	-$17.5K	﹤0.01%	972
2023 Q4	$294K	Sell	5,214 -356	-6%	-$17.6K	﹤0.01%	939
2023 Q3	$241K	Sell	5,570 -28	-0.5%	-$1.25K	﹤0.01%	780
2023 Q2	$214K	Buy	+5,598	New	+$224K	﹤0.01%	843

Other funds holding WABC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sequoia Financial Advisors's WABC Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of Westamerica Bancorp (WABC) in Q1 2025, closing a stake of 4,782 shares — an estimated $251K sold.

Sequoia Financial Advisors first reported a position in WABC in Q2 2023 and held it in 7 quarters. The position peaked at $294K in Q4 2023. 205 funds tracked by Wall St. Rank hold WABC as of Q1 2025.

Sequoia Financial Advisors reported no remaining Westamerica Bancorp position as of Q1 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 4,782 Westamerica Bancorp shares in Q1 2025, an estimated $251K.
Sequoia Financial Advisors first reported a position in Westamerica Bancorp in Q2 2023 and held it in 7 quarters.
Sequoia Financial Advisors's Westamerica Bancorp position peaked at $294K in Q4 2023.
205 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.