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Matthew Dunn

@Sequoia Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$9.322BTotal holdings1274
Assets growth rate12.33%Assets growth rate (2-Q avg)7.76%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sequoia Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1274 positions.

Assets under management

The assets under management (AUM) of Sequoia Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.322B in assets, with a quarterly growth rate of 12.33% and a 2-quarter average growth rate of 7.76%. The portfolio is managed by Matthew Dunn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CZRCaesars Entertainment Inc Ne
Recent Activity
Exited
0%
$31.841M
801,237 shares@ $39.75 avg price
CHDNChurchill Downs Inc
Recent Activity
Exited
0%
$26.384M
188,997 shares@ $139.61 avg price
WDWalker & Dunlop Inc
Recent Activity
Exited
0%
$16.868M
171,767 shares@ $98.21 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$5.757M
114,541 shares@ $50.26 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$1.193M
58,355 shares@ $20.46 avg price
LMATLemaitre Vascular Inc
Recent Activity
Exited
0%
$1.01M
12,277 shares@ $82.28 avg price
NXTNextracker Inc
Recent Activity
Exited
0%
$710,467
15,155 shares@ $46.89 avg price
PDFSPdf Solutions Inc
Recent Activity
Exited
0%
$688,747
18,932 shares@ $36.39 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$661,081
4,395 shares@ $150.42 avg price
OSWOnespaworld Holdings Limited
Recent Activity
Exited
0%
$632,707
41,165 shares@ $15.38 avg price