Sequoia Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Sequoia Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$395K	Sell	9,792 -7,638	-44%	-$291K	3.06%	13
2019 Q3	$635K	Buy	17,430 +9,384	+117%	+$343K	1.3%	23
2019 Q2	$300K	Sell	8,046 -11,418	-59%	-$404K	0.28%	42
2019 Q1	$667K	Sell	19,464 -204	-1%	-$6.55K	0.54%	35
2018 Q4	$563K	Sell	19,668 -10,752	-35%	-$332K	0.56%	33
2018 Q3	$1.06M	Buy	30,420 +1,440	+5%	+$48.9K	0.91%	27
2018 Q2	$942K	Buy	28,980 +1,050	+4%	+$33.1K	1%	24
2018 Q1	$835K	Buy	+27,930	New	+$848K	0.81%	25

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sequoia Wealth Management's IGM Position: Q4 2019 in Review

Sequoia Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 44% in Q4 2019, selling an estimated $291K and leaving 9,792 shares worth $395K. The position accounts for 3.06% of the portfolio, ranked #13.

Sequoia Wealth Management first reported a position in IGM in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2018. 168 funds tracked by Wall St. Rank hold IGM as of Q4 2019.

Sequoia Wealth Management held 9,792 shares of iShares Expanded Tech Sector ETF worth $395K as of Q4 2019.
Sequoia Wealth Management sold 7,638 iShares Expanded Tech Sector ETF shares in Q4 2019, an estimated $291K.
iShares Expanded Tech Sector ETF made up 3.06% of Sequoia Wealth Management's portfolio in Q4 2019, its #13 holding.
Sequoia Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2018 and has held it in 8 quarters since.
Sequoia Wealth Management's iShares Expanded Tech Sector ETF position peaked at $1.06M in Q3 2018.
168 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.