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Sequoia Wealth Management’s ExxonMobil XOM Stock Holding History

Sequoia Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,048
Closed -$412K – 75
2018
Q4 		$412K Buy
+6,048
New +$475K 0.41% 41

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sequoia Wealth Management's XOM Position: Q1 2019 in Review

Sequoia Wealth Management sold out of ExxonMobil (XOM) in Q1 2019, closing a stake of 6,048 shares — an estimated $412K sold.

Sequoia Wealth Management first reported a position in XOM in Q4 2018 and held it in 1 quarter. The position peaked at $412K in Q4 2018. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

  • Sequoia Wealth Management reported no remaining ExxonMobil position as of Q1 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 6,048 ExxonMobil shares in Q1 2019, an estimated $412K.
  • Sequoia Wealth Management first reported a position in ExxonMobil in Q4 2018 and held it in 1 quarter.
  • Sequoia Wealth Management's ExxonMobil position peaked at $412K in Q4 2018.
  • 2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Sequoia Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.