Teamwork Financial Advisors, LLC Closed Holding Positions

Teamwork Financial Advisors, LLC

  • $720 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ROKU
Roku, Inc

Communication Services
Q1 2022 Filed on Apr 18, 2022
1,742
$100.69 - $233.19 $175K - $406K
BETZ
Listed Fds Trroundhill Sports
Q1 2022 Filed on Apr 18, 2022
25,161
N/A
EWGS
Ishares Msci Germany Small Cap

ETFs
Q1 2022 Filed on Apr 18, 2022
7,693
N/A
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
1,223
$202.19 - $259.81 $247K - $318K
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2022 Filed on Apr 18, 2022
4,821
$50.55 - $56.5 $244K - $272K
TEAM
Atlassian Corp PLC

Technology
Q1 2022 Filed on Apr 18, 2022
808
$238.66 - $350.42 $193K - $283K
NET
Cloudflare, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
1,968
$80.07 - $130.02 $158K - $256K
VALE
Vale S.A.

Basic Materials
Q1 2022 Filed on Apr 18, 2022
15,188
$13.55 - $20.6 $206K - $313K
EMB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
2,418
$93.87 - $107.98 $227K - $261K
VB
Vanguard Small Cap ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
17,393
$198.73 - $227.97 $3.46M - $3.97M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on Apr 18, 2022
11,300
$54.28 - $58.95 $613K - $666K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 18, 2022
1,436
$132.23 - $175.09 $190K - $251K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on Apr 18, 2022
12,188
$38.15 - $63.26 $465K - $771K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2022 Filed on Apr 18, 2022
2,202
$85.05 - $92.24 $187K - $203K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2022 Filed on Apr 18, 2022
5,242
$78.72 - $84.18 $413K - $441K
SHYD
Vaneck Short High Yield Muni E

ETFs
Q1 2022 Filed on Apr 18, 2022
34,682
$22.96 - $25.13 $796K - $872K
OPK
Opko Health, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
23,760
$2.87 - $4.93 $68.2K - $117K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
2,524
$77.77 - $81.19 $196K - $205K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
5,103
$91.84 - $110.99 $469K - $566K
BRX
Brixmor Property Group Inc.

Real Estate
Q1 2022 Filed on Apr 18, 2022
12,640
$24.23 - $26.76 $306K - $338K
GXO
Gxo Logistics, Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
2,290
$64.28 - $91.3 $147K - $209K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2022 Filed on Apr 18, 2022
8,261
$30.23 - $35.5 $250K - $293K
LUV
Southwest Airlines CO

Industrials
Q1 2022 Filed on Apr 18, 2022
5,176
$37.19 - $47.42 $192K - $245K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2022 Filed on Apr 18, 2022
4,892
$51.36 - $58.82 $251K - $288K
CTRA
Coterra Energy Inc.

Energy
Q1 2022 Filed on Apr 18, 2022
10,780
$19.33 - $28.91 $208K - $312K
CLOV
Clover Health Investments, Corp.

Healthcare
Q1 2022 Filed on Apr 18, 2022
10,242
$2.01 - $4.05 $20.6K - $41.5K
CI
Cigna Corp

Healthcare
Q1 2022 Filed on Apr 18, 2022
4,636
$217.56 - $245.83 $1.01M - $1.14M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q1 2022 Filed on Apr 18, 2022
14,675
$29.63 - $32.87 $435K - $482K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
7,389
$29.95 - $44.21 $221K - $327K
Xilinx Inc
Q1 2022 Filed on Apr 18, 2022
5,851
N/A
PSA
Public Storage

Real Estate
Q1 2022 Filed on Apr 18, 2022
828
$342.38 - $396.47 $283K - $328K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
Q1 2022 Filed on Apr 18, 2022
5,144
$35.76 - $41.82 $184K - $215K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q1 2022 Filed on Apr 18, 2022
6,235
$125.7 - $158.38 $784K - $987K
CCL
Carnival Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
30,310
$15.53 - $23.31 $471K - $707K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on Apr 18, 2022
4,068
$44.97 - $51.68 $183K - $210K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
Q1 2022 Filed on Apr 18, 2022
10,837
$22.48 - $24.85 $244K - $269K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q1 2022 Filed on Apr 18, 2022
7,173
$31.87 - $38.01 $229K - $273K
TREX
Trex CO Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
1,628
$65.33 - $133.55 $106K - $217K
TXN
Texas Instruments Inc

Technology
Q1 2022 Filed on Apr 18, 2022
7,077
$162.47 - $191.01 $1.15M - $1.35M
PII
Polaris Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
6,985
$103.73 - $126.73 $725K - $885K
OC
Owens Corning

Industrials
Q1 2022 Filed on Apr 18, 2022
8,816
$80.8 - $100.8 $712K - $889K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
748
$222.0 - $269.69 $166K - $202K
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,054
$243.64 - $270.48 $257K - $285K
VTR
Ventas, Inc.

Real Estate
Q1 2022 Filed on Apr 18, 2022
8,790
$50.03 - $63.64 $440K - $559K
WM
Waste Management Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
1,468
$140.6 - $164.3 $206K - $241K
RBLX
Roblox Corp

Communication Services
Q1 2022 Filed on Apr 18, 2022
2,967
$36.68 - $98.81 $109K - $293K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
7,950
$73.24 - $157.01 $582K - $1.25M
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on Apr 18, 2022
14,644
$52.95 - $56.95 $775K - $834K
WIX
Wix.Com Ltd.

Technology
Q1 2022 Filed on Apr 18, 2022
1,984
$73.51 - $160.48 $146K - $318K
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